LFASL

Lugano Financial Advisors SA (LFA) Portfolio holdings

AUM $190M
1-Year Est. Return 12.33%
This Quarter Est. Return
1 Year Est. Return
+12.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$4.03M
3
+$2.77M
4
GLD icon
SPDR Gold Trust
GLD
+$654K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$610K

Top Sells

1
+$2.73M
2
+$826K
3
+$734K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$364K
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$312K

Sector Composition

1 Technology 3.22%
2 Consumer Discretionary 1.95%
3 Financials 1.4%
4 Communication Services 1.25%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRK icon
126
Merck
MRK
$248B
$66.1K 0.03%
788
-77
WMT icon
127
Walmart
WMT
$917B
$65.5K 0.03%
636
SLV icon
128
iShares Silver Trust
SLV
$30B
$62.5K 0.03%
+1,475
BABA icon
129
Alibaba
BABA
$378B
$62.2K 0.03%
348
+83
CI icon
130
Cigna
CI
$70.9B
$60.5K 0.03%
210
-30
PG icon
131
Procter & Gamble
PG
$335B
$57.7K 0.03%
378
GS icon
132
Goldman Sachs
GS
$256B
$57.3K 0.03%
72
BIV icon
133
Vanguard Intermediate-Term Bond ETF
BIV
$26.7B
$57.2K 0.03%
735
-4,671
DBMF icon
134
iMGP DBi Managed Futures Strategy ETF
DBMF
$2B
$55.2K 0.03%
2,020
-9,600
BRK.B icon
135
Berkshire Hathaway Class B
BRK.B
$1.09T
$54.8K 0.03%
109
EZU icon
136
iShare MSCI Eurozone ETF
EZU
$8.58B
$54.5K 0.03%
+880
APP icon
137
Applovin
APP
$234B
$53.9K 0.03%
75
WFC icon
138
Wells Fargo
WFC
$282B
$53.2K 0.03%
635
CARR icon
139
Carrier Global
CARR
$45.7B
$52.9K 0.03%
890
VRP icon
140
Invesco Variable Rate Preferred ETF
VRP
$2.31B
$52.4K 0.03%
2,140
IBIT icon
141
iShares Bitcoin Trust
IBIT
$69.5B
$52.3K 0.03%
805
+335
HEDJ icon
142
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.77B
$51.5K 0.03%
1,022
BBH icon
143
VanEck Biotech ETF
BBH
$387M
$51.4K 0.03%
310
NFLX icon
144
Netflix
NFLX
$425B
$50.4K 0.03%
420
-50
ISRG icon
145
Intuitive Surgical
ISRG
$204B
$49.2K 0.03%
110
-4
T icon
146
AT&T
T
$179B
$48.8K 0.03%
1,745
MAR icon
147
Marriott International
MAR
$78.5B
$47.4K 0.03%
182
BKR icon
148
Baker Hughes
BKR
$48.5B
$46.4K 0.02%
953
CVX icon
149
Chevron
CVX
$300B
$45.8K 0.02%
295
-15
SHYG icon
150
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.78B
$44.8K 0.02%
1,040
4 5
6
7 8