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
$127M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.18M
3
+$4.15M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.88M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.47M

Top Sells

1
+$4.22M
2
+$4.1M
3
+$3.83M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.78M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.81M

Sector Composition

1 Technology 3.27%
2 Consumer Discretionary 1.94%
3 Financials 0.81%
4 Healthcare 0.63%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$128K 0.1%
6,065
77
$123K 0.1%
257
78
$120K 0.09%
1,450
-1,400
79
$120K 0.09%
1,316
80
$119K 0.09%
1,082
81
$119K 0.09%
2,765
82
$116K 0.09%
1,809
83
$112K 0.09%
1,725
-1,570
84
$110K 0.09%
443
+14
85
$106K 0.08%
2,500
86
$105K 0.08%
1,452
87
$103K 0.08%
425
88
$102K 0.08%
700
-41
89
$101K 0.08%
1,250
90
$99K 0.08%
1,770
-115
91
$94.3K 0.07%
1,600
92
$94.2K 0.07%
691
+129
93
$94K 0.07%
650
94
$93.1K 0.07%
400
-400
95
$92.6K 0.07%
900
+700
96
$89K 0.07%
2,998
97
$81.1K 0.06%
1,000
98
$81K 0.06%
139
+28
99
$73.9K 0.06%
250
-750
100
$72.9K 0.06%
522
+392
2 3
4
5 6