LFASL

Lugano Financial Advisors SA (LFA) Portfolio holdings

AUM $169M
1-Year Est. Return 11.35%
This Quarter Est. Return
1 Year Est. Return
+11.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$114K

Sector Composition

1 Financials 2.73%
2 Technology 2.7%
3 Communication Services 2.69%
4 Healthcare 2.03%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.75%
20,070
27
$1.08M 0.75%
4,865
28
$1M 0.7%
16,580
29
$926K 0.64%
28,449
30
$886K 0.62%
35,920
31
$874K 0.61%
7,470
32
$868K 0.6%
14,960
33
$847K 0.59%
22,008
34
$821K 0.57%
10,645
35
$812K 0.56%
4,938
36
$757K 0.53%
10,000
37
$754K 0.52%
8,720
38
$716K 0.5%
14,241
39
$645K 0.45%
11,136
40
$607K 0.42%
11,386
41
$599K 0.42%
17,290
42
$533K 0.37%
23,307
43
$519K 0.36%
34,210
44
$502K 0.35%
7,927
45
$501K 0.35%
36,368
46
$492K 0.34%
14,934
47
$479K 0.33%
2,239
48
$463K 0.32%
8,204
49
$441K 0.31%
5,703
50
$431K 0.3%
1,324
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