LFASL
Lugano Financial Advisors SA (LFA) Portfolio holdings
AUM
$169M
1-Year Return
11.35%
This Quarter Return
+1.2%
1 Year Return
+11.35%
3 Year Return
+31.21%
5 Year Return
+40.89%
10 Year Return
–
AUM
$131M
AUM Growth
-$6.07M
(-4.4%)
Cap. Flow
-$7.25M
Cap. Flow
% of AUM
-5.53%
Top 10 Holdings %
Top 10 Hldgs %
48.43%
Holding
184
New
24
Increased
32
Reduced
30
Closed
12
Top Buys
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.71M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.79M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.72M |
| 4 |
TSMC
TSM
|
$1.52M |
| 5 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$1.05M |
Sector Composition
| 1 | Technology | 2.86% |
| 2 | Consumer Discretionary | 2.12% |
| 3 | Financials | 1.26% |
| 4 | Healthcare | 1.06% |
| 5 | Communication Services | 1.02% |
