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
$153M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.95M
3
+$3.56M
4
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$1.84M
5
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$1.69M

Top Sells

1
+$3.69M
2
+$2.33M
3
+$1.09M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$687K
5
URTH icon
iShares MSCI World ETF
URTH
+$467K

Sector Composition

1 Technology 2.94%
2 Consumer Discretionary 2.3%
3 Financials 1.41%
4 Communication Services 1.02%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$364K 0.24%
1,924
+91
52
$357K 0.23%
1,490
53
$353K 0.23%
7,300
54
$345K 0.23%
2,000
55
$344K 0.23%
4,018
56
$314K 0.21%
4,000
57
$292K 0.19%
1,300
58
$284K 0.19%
900
59
$283K 0.18%
6,630
60
$278K 0.18%
5,959
61
$267K 0.17%
1,400
62
$265K 0.17%
2,347
63
$251K 0.16%
9,600
64
$232K 0.15%
1,323
65
$213K 0.14%
1,200
66
$213K 0.14%
500
67
$211K 0.14%
800
68
$211K 0.14%
400
+40
69
$209K 0.14%
1,437
+607
70
$208K 0.14%
515
-256
71
$207K 0.14%
354
+50
72
$198K 0.13%
1,555
73
$197K 0.13%
3,547
74
$193K 0.13%
3,100
+300
75
$189K 0.12%
813
1 2
3
4 5