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
$107M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.46M
3
+$799K
4
SWKS icon
Skyworks Solutions
SWKS
+$454K
5
ADBE icon
Adobe
ADBE
+$391K

Top Sells

1
+$1.12M
2
+$688K
3
+$688K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$521K
5
ETN icon
Eaton
ETN
+$305K

Sector Composition

1 Technology 3.08%
2 Communication Services 2.24%
3 Consumer Staples 1.77%
4 Healthcare 1.74%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$105K 0.1%
4,685
77
$99K 0.09%
2,369
+1,304
78
$96K 0.09%
3,074
-400
79
$95K 0.09%
3,320
80
$92K 0.09%
602
81
$89K 0.08%
1,453
82
$83K 0.08%
1,070
83
$79K 0.07%
1,560
84
$78K 0.07%
663
85
$68K 0.06%
2,613
86
$59K 0.05%
340
-400
87
$57K 0.05%
700
88
$54K 0.05%
1,148
89
$50K 0.05%
456
90
$42K 0.04%
717
91
$39K 0.04%
470
-200
92
$38K 0.04%
1,350
93
$29K 0.03%
+150
94
$28K 0.03%
331
-8,133
95
$26K 0.02%
250
96
$24K 0.02%
930
97
$24K 0.02%
+170
98
$22K 0.02%
520
99
$21K 0.02%
423
100
$21K 0.02%
1,380
1 2 3
4
5