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
$143M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$4.73M
3
+$2.81M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$2.69M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$911K

Top Sells

1
+$1.37M
2
+$1.02M
3
+$1.01M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$901K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$691K

Sector Composition

1 Technology 1.87%
2 Consumer Discretionary 1.3%
3 Consumer Staples 0.78%
4 Communication Services 0.61%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
3
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5