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
$150M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$6.98M
2 +$3.35M
3 +$1.46M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.16M
5
APD icon
Air Products & Chemicals
APD
+$701K

Sector Composition

1 Technology 2.23%
2 Consumer Discretionary 0.91%
3 Healthcare 0.69%
4 Financials 0.37%
5 Energy 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-819
127
$0 ﹤0.01%
3