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
51
$274K 0.25%
4,418
52
$267K 0.25%
1,694
53
$267K 0.25%
1,301
54
$259K 0.24%
5,301
+445
55
$259K 0.24%
4,052
56
$250K 0.23%
4,220
+3,729
57
$245K 0.23%
+834
58
$240K 0.22%
10,681
59
$236K 0.22%
1,787
60
$228K 0.21%
+1,486
61
$222K 0.21%
+10,000
62
$198K 0.18%
5,153
63
$189K 0.18%
910
64
$183K 0.17%
2,741
65
$176K 0.16%
2,200
66
$176K 0.16%
8,380
67
$159K 0.15%
3,139
68
$154K 0.14%
7,860
69
$144K 0.13%
3,258
70
$136K 0.13%
5,390
71
$133K 0.12%
2,446
72
$128K 0.12%
3,025
73
$118K 0.11%
3,910
74
$115K 0.11%
10,261
75
$105K 0.1%
4,536
1 2
3
4 5