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
51
$406K 0.28%
6,800
52
$340K 0.24%
9,645
53
$334K 0.23%
988
54
$330K 0.23%
16,250
55
$322K 0.22%
4,090
56
$322K 0.22%
2,815
57
$319K 0.22%
13,770
58
$310K 0.22%
22,245
59
$308K 0.21%
1,485
60
$292K 0.2%
9,925
61
$284K 0.2%
3,582
62
$273K 0.19%
1,740
63
$271K 0.19%
10,681
64
$255K 0.18%
8,380
65
$252K 0.18%
1,677
66
$248K 0.17%
9,000
67
$239K 0.17%
3,507
68
$235K 0.16%
6,088
69
$235K 0.16%
6,429
70
$232K 0.16%
7,336
71
$223K 0.16%
4,600
72
$222K 0.15%
2,515
73
$221K 0.15%
2,426
74
$213K 0.15%
2,760
75
$213K 0.15%
2,925
1 2
3
4 5