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
$132M
AUM Growth
-$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$756K
3
+$661K
4
AMZN icon
Amazon
AMZN
+$336K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$319K

Top Sells

1
+$3.93M
2
+$2.62M
3
+$1.48M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.43M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$753K

Sector Composition

1 Technology 2.96%
2 Consumer Discretionary 1.52%
3 Healthcare 0.45%
4 Energy 0.36%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$79.7K 0.06%
2,131
-3,721
77
$79K 0.06%
1,257
78
$77.8K 0.06%
488
79
$71.8K 0.05%
690
80
$70.1K 0.05%
141
81
$64.1K 0.05%
3,482
82
$61.8K 0.05%
620
83
$60.9K 0.05%
1,830
84
$59.8K 0.05%
863
85
$55.8K 0.04%
530
86
$54.9K 0.04%
625
87
$54.1K 0.04%
2,600
88
$53.4K 0.04%
181
89
$51.1K 0.04%
1,040
90
$49.4K 0.04%
160
91
$48.6K 0.04%
327
92
$42.9K 0.03%
6,433
93
$42K 0.03%
1,022
-190
94
$35.3K 0.03%
724
95
$33.8K 0.03%
1,354
96
$32.3K 0.02%
1,138
97
$29K 0.02%
1,311
98
$26.9K 0.02%
380
99
$23.2K 0.02%
1,200
100
$22.2K 0.02%
1,068
1 2 3
4
5