LFASL

Lugano Financial Advisors SA (LFA) Portfolio holdings

AUM $194M
1-Year Est. Return 15.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1 +$1.67M
2 +$447K
3 +$387K
4
GLD icon
SPDR Gold Trust
GLD
+$285K
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$277K

Sector Composition

1 Technology 3.16%
2 Consumer Discretionary 1.92%
3 Financials 1.39%
4 Communication Services 1.24%
5 Healthcare 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VZ icon
126
Verizon
VZ
$216B
$86.8K 0.04%
2,169
-500
CRM icon
127
Salesforce
CRM
$187B
$86.4K 0.04%
326
BLV icon
128
Vanguard Long-Term Bond ETF
BLV
$5.98B
$85.5K 0.04%
1,230
DBMF icon
129
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.07B
$85.1K 0.04%
3,033
+1,013
MMM icon
130
3M
MMM
$80.8B
$84.9K 0.04%
530
-270
MRK icon
131
Merck
MRK
$286B
$82.9K 0.04%
788
AJG icon
132
Arthur J. Gallagher & Co
AJG
$58.7B
$75.3K 0.04%
291
BKLN icon
133
Invesco Senior Loan ETF
BKLN
$6.37B
$74.6K 0.04%
+3,570
ITOT icon
134
iShares Core S&P Total US Stock Market ETF
ITOT
$80.7B
$73.9K 0.04%
497
PM icon
135
Philip Morris
PM
$265B
$73.8K 0.04%
460
WMT icon
136
Walmart Inc
WMT
$987B
$70.9K 0.04%
636
COIN icon
137
Coinbase
COIN
$52.1B
$69.7K 0.04%
308
GS icon
138
Goldman Sachs
GS
$244B
$63.3K 0.03%
72
ISRG icon
139
Intuitive Surgical
ISRG
$174B
$62.3K 0.03%
110
EEM icon
140
iShares MSCI Emerging Markets ETF
EEM
$27.1B
$61.7K 0.03%
1,128
+378
IBIT icon
141
iShares Bitcoin Trust
IBIT
$51.8B
$59.2K 0.03%
1,193
+388
WFC icon
142
Wells Fargo
WFC
$248B
$59.2K 0.03%
635
BBH icon
143
VanEck Biotech ETF
BBH
$375M
$58.7K 0.03%
310
BIV icon
144
Vanguard Intermediate-Term Bond ETF
BIV
$27.9B
$57.2K 0.03%
735
MAR icon
145
Marriott International
MAR
$85.8B
$56.5K 0.03%
182
EWJ icon
146
iShares MSCI Japan ETF
EWJ
$18.6B
$56.2K 0.03%
696
+172
BRK.B icon
147
Berkshire Hathaway Class B
BRK.B
$1.08T
$54.8K 0.03%
109
HEDJ icon
148
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.76B
$54.2K 0.03%
1,022
PG icon
149
Procter & Gamble
PG
$357B
$53.8K 0.03%
378
HD icon
150
Home Depot
HD
$356B
$53.7K 0.03%
156
+69