LFASL

Lugano Financial Advisors SA (LFA) Portfolio holdings

AUM $169M
1-Year Est. Return 11.35%
This Quarter Est. Return
1 Year Est. Return
+11.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
126
$10K 0.01%
+95
127
$10K 0.01%
+170
128
$4K ﹤0.01%
+50
129
$3K ﹤0.01%
+57
130
$0 ﹤0.01%
+1