LFASL
Lugano Financial Advisors SA (LFA) Portfolio holdings
AUM
$169M
This Quarter Return
+9.57%
1 Year Return
+11.35%
3 Year Return
+31.21%
5 Year Return
+40.89%
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+20%)
Cap. Flow
+$17.1M
Cap. Flow
% of AUM
13.25%
Top 10 Holdings %
Top 10 Hldgs %
55.98%
Holding
117
New
8
Increased
25
Reduced
25
Closed
14
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.24M |
| 2 |
Adobe
ADBE
|
$948K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$929K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$844K |
| 5 |
Global X Renewable Energy Producers ETF
RNRG
|
$684K |
Sector Composition
| 1 | Technology | 1.98% |
| 2 | Consumer Staples | 1.47% |
| 3 | Communication Services | 1.26% |
| 4 | Consumer Discretionary | 1.03% |
| 5 | Healthcare | 0.97% |
