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
$107M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.46M
3
+$799K
4
SWKS icon
Skyworks Solutions
SWKS
+$454K
5
ADBE icon
Adobe
ADBE
+$391K

Top Sells

1
+$1.12M
2
+$688K
3
+$688K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$521K
5
ETN icon
Eaton
ETN
+$305K

Sector Composition

1 Technology 3.08%
2 Communication Services 2.24%
3 Consumer Staples 1.77%
4 Healthcare 1.74%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.97%
41,733
+10,911
27
$948K 0.88%
1,846
+761
28
$929K 0.86%
11,400
+1,040
29
$910K 0.84%
3,194
+922
30
$869K 0.81%
10,618
31
$799K 0.74%
+10,082
32
$735K 0.68%
2,493
-92
33
$691K 0.64%
27,568
34
$671K 0.62%
10,784
+301
35
$663K 0.62%
6,171
+502
36
$551K 0.51%
10,000
37
$490K 0.45%
2,249
38
$488K 0.45%
15,437
39
$454K 0.42%
+3,132
40
$436K 0.4%
13,855
41
$419K 0.39%
5,119
42
$410K 0.38%
988
43
$409K 0.38%
664
44
$397K 0.37%
3,582
45
$382K 0.35%
5,877
46
$338K 0.31%
22,322
47
$329K 0.31%
5,694
48
$312K 0.29%
+31,334
49
$295K 0.27%
8,760
50
$284K 0.26%
+5,000
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