LFASL
Lugano Financial Advisors SA (LFA) Portfolio holdings
AUM
$169M
1-Year Return
11.35%
This Quarter Return
-0.28%
1 Year Return
+11.35%
3 Year Return
+31.21%
5 Year Return
+40.89%
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.19%
Holding
131
New
131
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 3.16% |
| 2 | Technology | 1.94% |
| 3 | Financials | 1.81% |
| 4 | Healthcare | 1.64% |
| 5 | Consumer Discretionary | 1.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
PepsiCo
PEP
$201B
| $10K | 0.01% |
+95
| New | +$10K |
|
|
SMEZ
127
DELISTED
SPDR EURO STOXX Small Cap ETF
SMEZ
| $10K | 0.01% |
+170
| New | +$10K |
|
128
Waste Management
WM
$90.1B
| $4K | ﹤0.01% |
+50
| New | +$4K |
|
129
Voya Financial
VOYA
$7.48B
| $3K | ﹤0.01% |
+57
| New | +$3K |
|
130
Cisco
CSCO
$266B
| $0 | ﹤0.01% |
+1
| New | – |
|