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
$167M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$13.3M
3
+$10.5M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.69M

Top Sells

1
+$18.6M
2
+$12.1M
3
+$4.3M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$3.99M
5
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$3.41M

Sector Composition

1 Financials 1.93%
2 Communication Services 1.75%
3 Technology 1.42%
4 Consumer Staples 1.34%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$62K 0.04%
340
+70
102
$58K 0.03%
351
-4,587
103
$57K 0.03%
670
+200
104
$56K 0.03%
740
+380
105
$53K 0.03%
1,148
106
$53K 0.03%
+2,680
107
$52K 0.03%
305
-145
108
$51K 0.03%
1,700
-34,220
109
$50K 0.03%
700
110
$48K 0.03%
+600
111
$35K 0.02%
500
112
$32K 0.02%
331
113
$29K 0.02%
+823
114
$29K 0.02%
+299
115
$27K 0.02%
+442
116
$27K 0.02%
325
-1,074
117
$20K 0.01%
1,000
-22,307
118
$19K 0.01%
80
-88
119
$17K 0.01%
190
120
$16K 0.01%
600
-14,334
121
$13K 0.01%
720
122
$11K 0.01%
110
-660
123
$7K ﹤0.01%
+94
124
$6K ﹤0.01%
170
-21,838
125
$6K ﹤0.01%
51
-2,764
3 4
5
6 7