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
$152M
AUM Growth
-$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.73M
3
+$1.5M
4
APD icon
Air Products & Chemicals
APD
+$980K
5
AMZN icon
Amazon
AMZN
+$910K

Top Sells

1
+$6.41M
2
+$2.67M
3
+$1.43M
4
HD icon
Home Depot
HD
+$1.17M
5
CL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$70K 0.05%
1,509
+140
77
$66K 0.04%
1,830
78
$65K 0.04%
530
79
$62K 0.04%
1,300
80
$61K 0.04%
625
81
$61K 0.04%
+704
82
$54K 0.04%
1,200
83
$50K 0.03%
785
84
$50K 0.03%
456
85
$46K 0.03%
1,212
86
$43K 0.03%
713
87
$40K 0.03%
724
88
$34K 0.02%
1,354
89
$30K 0.02%
1,522
-15,800
90
$28K 0.02%
1,380
91
$27K 0.02%
423
92
$22K 0.01%
152
-1,478
93
$20K 0.01%
830
-110,870
94
$18K 0.01%
332
95
$13K 0.01%
264
96
$10K 0.01%
+1,500
97
$9K 0.01%
+54
98
$9K 0.01%
+90
99
$8K 0.01%
+100
100
$8K 0.01%
+100
1 2 3
4
5