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
$150M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.29M
3
+$1.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$940K
5
MSFT icon
Microsoft
MSFT
+$809K

Top Sells

1
+$3.27M
2
+$288K
3
+$245K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$115K
5
BMY icon
Bristol-Myers Squibb
BMY
+$59.8K

Sector Composition

1 Technology 4.66%
2 Consumer Discretionary 2.21%
3 Healthcare 1.27%
4 Financials 1.2%
5 Consumer Staples 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$191K 0.13%
7,157
77
$190K 0.13%
3,042
78
$181K 0.12%
3,486
79
$176K 0.12%
+434
80
$155K 0.1%
+1,300
81
$154K 0.1%
3,355
+1,400
82
$152K 0.1%
+1,200
83
$151K 0.1%
+2,000
84
$147K 0.1%
+4,000
85
$147K 0.1%
3,450
86
$144K 0.1%
5,028
87
$139K 0.09%
660
88
$136K 0.09%
+1,900
89
$132K 0.09%
+1,720
90
$129K 0.09%
1,116
91
$128K 0.08%
6,065
92
$126K 0.08%
1,053
93
$124K 0.08%
2,265
94
$123K 0.08%
3,317
95
$120K 0.08%
2,778
96
$112K 0.07%
429
97
$107K 0.07%
1,555
+57
98
$106K 0.07%
371
99
$105K 0.07%
636
-121
100
$101K 0.07%
1,095
2 3
4
5 6