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
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.29M
3
+$1.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$940K
5
MSFT icon
Microsoft
MSFT
+$809K

Top Sells

1
+$3.27M
2
+$288K
3
+$245K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$115K
5
BMY icon
Bristol-Myers Squibb
BMY
+$59.8K

Sector Composition

1 Technology 4.66%
2 Consumer Discretionary 2.21%
3 Healthcare 1.27%
4 Financials 1.2%
5 Consumer Staples 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$60.7K 0.04%
620
127
$60.1K 0.04%
+385
128
$59.8K 0.04%
+500
129
$59.5K 0.04%
+500
130
$58.2K 0.04%
+1,400
131
$57.4K 0.04%
2,600
132
$57.2K 0.04%
+800
133
$53.4K 0.04%
625
134
$53.3K 0.04%
+1,000
135
$51K 0.03%
1,040
136
$50.9K 0.03%
+1,689
137
$46.7K 0.03%
+940
138
$45K 0.03%
+250
139
$44K 0.03%
6,433
140
$41.8K 0.03%
1,022
141
$35.6K 0.02%
724
142
$34.2K 0.02%
1,354
143
$31.6K 0.02%
380
144
$28.8K 0.02%
+1,071
145
$28.4K 0.02%
+214
146
$27.3K 0.02%
1,200
147
$26.8K 0.02%
+500
148
$25.9K 0.02%
501
+500
149
$25.2K 0.02%
+250
150
$23.1K 0.02%
+300
4 5
6
7 8