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
$137M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$25.7M
2 +$15.4M
3 +$7.8M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$7.12M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$7.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.96%
2 Financials 2.82%
3 Healthcare 2.48%
4 Communication Services 1.91%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$19K 0.01%
+190
127
$16K 0.01%
+600
128
$14K 0.01%
+720
129
$8K 0.01%
+94
130
$7K 0.01%
+13
131
$7K 0.01%
+46
132
$6K ﹤0.01%
+20
133
$6K ﹤0.01%
+101
134
$5K ﹤0.01%
+26
135
$3K ﹤0.01%
+80