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
$132M
AUM Growth
-$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$756K
3
+$661K
4
AMZN icon
Amazon
AMZN
+$336K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$319K

Top Sells

1
+$3.93M
2
+$2.62M
3
+$1.48M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.43M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$753K

Sector Composition

1 Technology 2.96%
2 Consumer Discretionary 1.52%
3 Healthcare 0.45%
4 Energy 0.36%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$185K 0.14%
3,042
-508
52
$167K 0.13%
6,000
53
$148K 0.11%
3,450
-2,037
54
$140K 0.11%
5,028
55
$132K 0.1%
660
-378
56
$126K 0.1%
6,065
+3,805
57
$126K 0.1%
3,317
58
$124K 0.09%
583
-182
59
$123K 0.09%
2,265
60
$119K 0.09%
1,116
61
$118K 0.09%
715
62
$117K 0.09%
757
-1,029
63
$111K 0.08%
1,498
-3,274
64
$109K 0.08%
1,053
-1,267
65
$106K 0.08%
1,666
-2,498
66
$103K 0.08%
371
-509
67
$101K 0.08%
+1,095
68
$99.6K 0.08%
844
-688
69
$99K 0.07%
1,250
70
$97.2K 0.07%
8,332
71
$95.7K 0.07%
1,570
-1,788
72
$91.7K 0.07%
1,955
-1,843
73
$89K 0.07%
429
74
$88.1K 0.07%
2,778
-2,887
75
$85.3K 0.06%
2,998
1 2
3
4 5