LFASL

Lugano Financial Advisors SA (LFA) Portfolio holdings

AUM $197M
1-Year Est. Return 14.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Sells

1 +$4.28M
2 +$1.8M
3 +$512K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$267K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$223K

Sector Composition

1 Technology 2.54%
2 Consumer Discretionary 1.59%
3 Financials 1.17%
4 Communication Services 1%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EEM icon
126
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$71.6K 0.04%
1,261
+133
ITOT icon
127
iShares Core S&P Total US Stock Market ETF
ITOT
$91.1B
$70.8K 0.04%
497
YYY icon
128
Amplify CEF High Income ETF
YYY
$712M
$69.9K 0.04%
+6,400
AJG icon
129
Arthur J. Gallagher & Co
AJG
$55.5B
$63K 0.03%
291
SDVY icon
130
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.8B
$61.1K 0.03%
1,550
-105,408
CVX icon
131
Chevron
CVX
$373B
$61K 0.03%
295
GS icon
132
Goldman Sachs
GS
$306B
$60.9K 0.03%
72
MAR icon
133
Marriott International
MAR
$104B
$59.5K 0.03%
182
EWJ icon
134
iShares MSCI Japan ETF
EWJ
$21B
$58.8K 0.03%
696
BBH icon
135
VanEck Biotech ETF
BBH
$366M
$58.3K 0.03%
310
BKR icon
136
Baker Hughes
BKR
$62.1B
$58.2K 0.03%
953
INTC icon
137
Intel
INTC
$498B
$57.8K 0.03%
1,310
VO icon
138
Vanguard Mid-Cap ETF
VO
$101B
$57.4K 0.03%
3,200
BIV icon
139
Vanguard Intermediate-Term Bond ETF
BIV
$28.1B
$56.3K 0.03%
735
COIN icon
140
Coinbase
COIN
$40.2B
$53.8K 0.03%
308
HEDJ icon
141
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.82B
$53.5K 0.03%
1,022
BOTZ icon
142
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.54B
$53.2K 0.03%
1,601
+516
TSM icon
143
TSMC
TSM
$2.15T
$52.4K 0.03%
155
BRK.B icon
144
Berkshire Hathaway Class B
BRK.B
$1.05T
$52.2K 0.03%
109
HD icon
145
Home Depot
HD
$310B
$51.3K 0.03%
156
DXJ icon
146
WisdomTree Japan Hedged Equity Fund
DXJ
$6.74B
$50.7K 0.03%
320
ISRG icon
147
Intuitive Surgical
ISRG
$149B
$50.7K 0.03%
110
DE icon
148
Deere & Co
DE
$157B
$50.7K 0.03%
90
CRM icon
149
Salesforce
CRM
$152B
$50.6K 0.03%
272
-54
WFC icon
150
Wells Fargo
WFC
$251B
$50.6K 0.03%
635