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
$152M
AUM Growth
-$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.73M
3
+$1.5M
4
APD icon
Air Products & Chemicals
APD
+$980K
5
AMZN icon
Amazon
AMZN
+$910K

Top Sells

1
+$6.41M
2
+$2.67M
3
+$1.43M
4
HD icon
Home Depot
HD
+$1.17M
5
CL icon
Colgate-Palmolive
CL
+$845K

Sector Composition

1 Technology 2.76%
2 Consumer Discretionary 2.16%
3 Materials 0.7%
4 Healthcare 0.64%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6K ﹤0.01%
+250
102
$4K ﹤0.01%
+72
103
$3K ﹤0.01%
10
104
– –
-10,390
105
– –
-5,650
106
$0 ﹤0.01%
1
-5,238
107
– –
-3,665
108
– –
-1,598
109
– –
-9
110
– –
-1,935
111
– –
-313
112
$0 ﹤0.01%
3
113
– –
-1,353
114
– –
-11,032
115
– –
-200
1 2 3 4
5