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
$127M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.18M
3
+$4.15M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.88M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.47M

Top Sells

1
+$4.22M
2
+$4.1M
3
+$3.83M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.78M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.81M

Sector Composition

1 Technology 3.27%
2 Consumer Discretionary 1.94%
3 Financials 0.81%
4 Healthcare 0.63%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$274K 0.22%
+7,300
52
$268K 0.21%
11,617
-3,860
53
$262K 0.21%
2,000
54
$253K 0.2%
1,490
+105
55
$197K 0.16%
1,000
56
$197K 0.15%
+3,547
57
$186K 0.15%
1,200
-500
58
$180K 0.14%
691
+46
59
$177K 0.14%
6,455
-702
60
$174K 0.14%
832
61
$171K 0.13%
2,212
-364
62
$169K 0.13%
570
+50
63
$168K 0.13%
1,528
+86
64
$168K 0.13%
+2,382
65
$167K 0.13%
2,300
66
$159K 0.13%
3,601
67
$157K 0.12%
1,200
68
$156K 0.12%
813
69
$156K 0.12%
1,438
-37,843
70
$155K 0.12%
271
71
$149K 0.12%
5,000
72
$148K 0.12%
+1,330
73
$133K 0.1%
19
74
$130K 0.1%
3,317
75
$130K 0.1%
745
1 2
3
4 5