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
$137M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.05M
3
+$1.04M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$708K
5
VHT icon
Vanguard Health Care ETF
VHT
+$690K

Top Sells

1
+$3.05M
2
+$294K
3
+$176K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$145K
5
PSP icon
Invesco Global Listed Private Equity ETF
PSP
+$144K

Sector Composition

1 Technology 3.6%
2 Consumer Discretionary 1.99%
3 Financials 0.96%
4 Industrials 0.77%
5 Healthcare 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$170K 0.12%
6,455
77
$169K 0.12%
813
78
$169K 0.12%
1,000
79
$166K 0.12%
1,200
80
$165K 0.12%
+1,200
81
$161K 0.12%
2,300
82
$159K 0.12%
3,601
83
$151K 0.11%
+3,270
84
$147K 0.11%
7,185
+3,885
85
$145K 0.11%
2,765
86
$141K 0.1%
500
-70
87
$138K 0.1%
285
+195
88
$138K 0.1%
815
+165
89
$135K 0.1%
257
90
$129K 0.09%
1,900
+1,608
91
$128K 0.09%
6,065
92
$122K 0.09%
1,809
93
$122K 0.09%
2,998
-319
94
$122K 0.09%
693
+250
95
$121K 0.09%
1,082
96
$120K 0.09%
1,316
97
$117K 0.09%
1,582
-800
98
$115K 0.08%
5,000
99
$111K 0.08%
425
100
$108K 0.08%
139
2 3
4
5 6