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
$107M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.46M
3
+$799K
4
SWKS icon
Skyworks Solutions
SWKS
+$454K
5
ADBE icon
Adobe
ADBE
+$391K

Top Sells

1
+$1.12M
2
+$688K
3
+$688K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$521K
5
ETN icon
Eaton
ETN
+$305K

Sector Composition

1 Technology 3.08%
2 Communication Services 2.24%
3 Consumer Staples 1.77%
4 Healthcare 1.74%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18K 0.02%
430
102
$17K 0.02%
306
103
$16K 0.01%
190
104
$13K 0.01%
262
105
$12K 0.01%
264
106
$8K 0.01%
94
107
$6K 0.01%
18
-3,354
108
$6K 0.01%
20
109
$2K ﹤0.01%
80
110
– –
-9,925
111
– –
-5,703
112
– –
-1,590
113
– –
-900
114
– –
-3,496
115
– –
0
116
– –
-2,760
117
– –
-9,645
118
– –
-475
119
– –
-1,401
120
– –
-1,445
121
– –
-570
122
– –
-1,300
1 2 3 4
5