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
$131M
AUM Growth
-$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.73M
3
+$634K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$443K
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$289K

Top Sells

1
+$2.71M
2
+$1.79M
3
+$1.72M
4
TSM icon
TSMC
TSM
+$1.52M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$1.05M

Sector Composition

1 Technology 2.86%
2 Consumer Discretionary 2.12%
3 Financials 1.26%
4 Healthcare 1.06%
5 Communication Services 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$289K 0.22%
+9,600
52
$288K 0.22%
1,580
+963
53
$277K 0.21%
5,959
54
$276K 0.21%
1,868
+506
55
$260K 0.2%
991
+300
56
$255K 0.19%
1,400
57
$248K 0.19%
2,000
58
$237K 0.18%
1,300
59
$231K 0.18%
2,227
+299
60
$228K 0.17%
9,514
-563
61
$210K 0.16%
3,547
62
$206K 0.16%
1,200
63
$200K 0.15%
7,802
+1,347
64
$196K 0.15%
500
65
$194K 0.15%
800
66
$184K 0.14%
1,555
67
$184K 0.14%
813
68
$178K 0.14%
2,800
+1,200
69
$178K 0.14%
832
70
$173K 0.13%
1,000
71
$171K 0.13%
2,212
72
$167K 0.13%
1,830
73
$165K 0.13%
1,200
74
$162K 0.12%
815
75
$162K 0.12%
434
1 2
3
4 5