LFASL
Lugano Financial Advisors SA (LFA) Portfolio holdings
AUM
$169M
1-Year Return
11.35%
This Quarter Return
+2.56%
1 Year Return
+11.35%
3 Year Return
+31.21%
5 Year Return
+40.89%
10 Year Return
–
AUM
$144M
AUM Growth
+$39.7M
(+38%)
Cap. Flow
+$36.8M
Cap. Flow
% of AUM
25.59%
Top 10 Holdings %
Top 10 Hldgs %
59.81%
Holding
163
New
32
Increased
54
Reduced
23
Closed
5
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$17.8M |
| 2 |
VanEck IG Floating Rate ETF
FLTR
|
$12.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$8.71M |
| 4 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$2.64M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$2.29M |
Top Sells
Sector Composition
| 1 | Financials | 2.73% |
| 2 | Technology | 2.7% |
| 3 | Communication Services | 2.69% |
| 4 | Healthcare | 2.03% |
| 5 | Consumer Staples | 1.77% |
