LFASL
Lugano Financial Advisors SA (LFA) Portfolio holdings
AUM
$169M
1-Year Return
11.35%
This Quarter Return
+14.25%
1 Year Return
+11.35%
3 Year Return
+31.21%
5 Year Return
+40.89%
10 Year Return
–
AUM
$94.4M
AUM Growth
-$16.8M
(-15%)
Cap. Flow
-$13.6M
Cap. Flow
% of AUM
-14.36%
Top 10 Holdings %
Top 10 Hldgs %
57.4%
Holding
137
New
14
Increased
19
Reduced
25
Closed
26
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$11.6M |
| 2 |
SPDR Gold Trust
GLD
|
$3.42M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$2.34M |
| 4 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
$2.17M |
| 5 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$1.93M |
Sector Composition
| 1 | Technology | 2.65% |
| 2 | Financials | 2.05% |
| 3 | Healthcare | 1.88% |
| 4 | Communication Services | 1.77% |
| 5 | Consumer Staples | 1.07% |
