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
$152M
AUM Growth
-$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.73M
3
+$1.5M
4
APD icon
Air Products & Chemicals
APD
+$980K
5
AMZN icon
Amazon
AMZN
+$910K

Top Sells

1
+$6.41M
2
+$2.67M
3
+$1.43M
4
HD icon
Home Depot
HD
+$1.17M
5
CL icon
Colgate-Palmolive
CL
+$845K

Sector Composition

1 Technology 2.76%
2 Consumer Discretionary 2.16%
3 Materials 0.7%
4 Healthcare 0.64%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 1.27%
9,575
+104
27
$1.85M 1.22%
49,341
+486
28
$1.76M 1.16%
6,260
+429
29
$1.5M 0.99%
+10,140
30
$1.2M 0.79%
14,000
-3,200
31
$1.15M 0.75%
20,132
32
$1.04M 0.69%
22,289
+105
33
$980K 0.64%
+3,828
34
$956K 0.63%
5,820
+5,540
35
$897K 0.59%
8,033
+7,803
36
$813K 0.53%
9,523
37
$630K 0.41%
5,968
-169
38
$613K 0.4%
15,437
39
$603K 0.4%
1,684
40
$594K 0.39%
14,790
-2,666
41
$549K 0.36%
10,000
42
$410K 0.27%
12,726
+189
43
$407K 0.27%
4,797
44
$400K 0.26%
4,173
+72
45
$386K 0.25%
5,000
46
$380K 0.25%
2,840
+520
47
$378K 0.25%
3,718
48
$365K 0.24%
12,323
+12,243
49
$364K 0.24%
7,270
50
$338K 0.22%
+1,248
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2
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