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
$127M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.18M
3
+$4.15M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.88M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.47M

Top Sells

1
+$4.22M
2
+$4.1M
3
+$3.83M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.78M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.81M

Sector Composition

1 Technology 3.27%
2 Consumer Discretionary 1.94%
3 Financials 0.81%
4 Healthcare 0.63%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$70.1K 0.06%
+3,300
102
$61.4K 0.05%
+1,400
103
$61.4K 0.05%
900
+700
104
$58.3K 0.05%
625
105
$58.2K 0.05%
801
106
$57.6K 0.05%
2,000
107
$54.5K 0.04%
+410
108
$54K 0.04%
1,742
-157
109
$53K 0.04%
826
+565
110
$51.8K 0.04%
1,662
-2,732
111
$51.1K 0.04%
890
+840
112
$50.3K 0.04%
1,000
113
$48.8K 0.04%
677
-3,700
114
$48.4K 0.04%
+957
115
$43.8K 0.03%
1,022
116
$42.6K 0.03%
250
117
$41K 0.03%
182
118
$35.8K 0.03%
1,200
119
$35.3K 0.03%
67
+40
120
$33.4K 0.03%
380
121
$33K 0.03%
75
+50
122
$31.9K 0.03%
1,181
123
$31.9K 0.03%
90
-125
124
$31.6K 0.02%
+408
125
$30K 0.02%
37
+25
3 4
5
6 7