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
51
$328K 0.22%
12,518
+500
52
$317K 0.21%
3,634
53
$315K 0.21%
3,550
54
$298K 0.2%
931
55
$277K 0.18%
1,905
+158
56
$272K 0.18%
+5,852
57
$266K 0.17%
1,882
58
$252K 0.17%
1,532
59
$249K 0.16%
880
60
$242K 0.16%
+4,164
61
$240K 0.16%
1,486
62
$192K 0.13%
17,372
63
$132K 0.09%
3,377
+1,053
64
$116K 0.08%
8,332
65
$103K 0.07%
2,418
-654
66
$103K 0.07%
1,570
-2,446
67
$99K 0.07%
2,998
68
$84K 0.06%
1,116
+1,026
69
$82K 0.05%
3,546
70
$79K 0.05%
2,308
71
$76K 0.05%
663
72
$75K 0.05%
+1,100
73
$75K 0.05%
+1,257
74
$74K 0.05%
+1,403
75
$73K 0.05%
+1,620
1 2
3
4 5