LFASL
Lugano Financial Advisors SA (LFA) Portfolio holdings
AUM
$169M
This Quarter Return
+0.91%
1 Year Return
+11.35%
3 Year Return
+31.21%
5 Year Return
+40.89%
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+11%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
8.32%
Top 10 Holdings %
Top 10 Hldgs %
56.41%
Holding
122
New
19
Increased
19
Reduced
28
Closed
28
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$9.7M |
| 2 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
$4.73M |
| 3 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
$2.81M |
| 4 |
iShares Global Clean Energy ETF
ICLN
|
$2.69M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$911K |
Top Sells
Sector Composition
| 1 | Technology | 1.87% |
| 2 | Consumer Discretionary | 1.3% |
| 3 | Consumer Staples | 0.78% |
| 4 | Communication Services | 0.61% |
| 5 | Healthcare | 0.6% |
