LFASL
Lugano Financial Advisors SA (LFA) Portfolio holdings
AUM
$169M
1-Year Return
11.35%
This Quarter Return
-1.84%
1 Year Return
+11.35%
3 Year Return
+31.21%
5 Year Return
+40.89%
10 Year Return
–
AUM
$152M
AUM Growth
-$6.55M
(-4.1%)
Cap. Flow
-$3.71M
Cap. Flow
% of AUM
-2.44%
Top 10 Holdings %
Top 10 Hldgs %
54.77%
Holding
115
New
17
Increased
28
Reduced
18
Closed
10
Top Buys
| 1 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$2.67M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.73M |
| 3 |
Alibaba
BABA
|
$1.5M |
| 4 |
Air Products & Chemicals
APD
|
$980K |
| 5 |
Amazon
AMZN
|
$910K |
Top Sells
| 1 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$6.41M |
| 2 |
VanEck China Bond ETF
CBON
|
$2.67M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.43M |
| 4 |
Home Depot
HD
|
$1.17M |
| 5 |
Colgate-Palmolive
CL
|
$845K |
Sector Composition
| 1 | Technology | 2.76% |
| 2 | Consumer Discretionary | 2.16% |
| 3 | Materials | 0.7% |
| 4 | Healthcare | 0.64% |
| 5 | Communication Services | 0.25% |
