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
$150M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.29M
3
+$1.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$940K
5
MSFT icon
Microsoft
MSFT
+$809K

Top Sells

1
+$3.27M
2
+$288K
3
+$245K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$115K
5
BMY icon
Bristol-Myers Squibb
BMY
+$59.8K

Sector Composition

1 Technology 4.66%
2 Consumer Discretionary 2.21%
3 Healthcare 1.27%
4 Financials 1.2%
5 Consumer Staples 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$98.8K 0.07%
1,250
102
$96.9K 0.06%
1,570
103
$94.6K 0.06%
8,332
104
$93.4K 0.06%
844
105
$92.7K 0.06%
+1,041
106
$91K 0.06%
2,131
107
$87K 0.06%
+425
108
$85.7K 0.06%
2,998
109
$79.5K 0.05%
1,257
110
$76.9K 0.05%
+1,725
111
$75.9K 0.05%
141
112
$74.7K 0.05%
+385
113
$73.6K 0.05%
+2,650
114
$72.3K 0.05%
+500
115
$71.6K 0.05%
210
+50
116
$71.4K 0.05%
+800
117
$69.8K 0.05%
+3,300
118
$68.4K 0.05%
690
119
$67.2K 0.04%
1,011
+714
120
$66.9K 0.04%
+2,000
121
$63.7K 0.04%
3,482
122
$63.3K 0.04%
1,830
123
$62.5K 0.04%
+250
124
$61.4K 0.04%
+1,800
125
$61K 0.04%
530
3 4
5
6 7