LFASL
Lugano Financial Advisors SA (LFA) Portfolio holdings
AUM
$169M
1-Year Return
11.35%
This Quarter Return
+4.95%
1 Year Return
+11.35%
3 Year Return
+31.21%
5 Year Return
+40.89%
10 Year Return
–
AUM
$147M
AUM Growth
+$15.8M
(+12%)
Cap. Flow
+$9.53M
Cap. Flow
% of AUM
6.48%
Top 10 Holdings %
Top 10 Hldgs %
46.85%
Holding
186
New
14
Increased
55
Reduced
9
Closed
3
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.19M |
| 2 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
$743K |
| 3 |
First Trust Long/Short Equity ETF
FTLS
|
$714K |
| 4 |
NYLI Hedge Multi-Strategy Tracker ETF
QAI
|
$678K |
| 5 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$647K |
Top Sells
Sector Composition
| 1 | Technology | 2.77% |
| 2 | Consumer Discretionary | 2.07% |
| 3 | Financials | 1.34% |
| 4 | Healthcare | 1.06% |
| 5 | Communication Services | 0.94% |
