LFASL
Lugano Financial Advisors SA (LFA) Portfolio holdings
AUM
$169M
1-Year Return
11.35%
This Quarter Return
-2.81%
1 Year Return
+11.35%
3 Year Return
+31.21%
5 Year Return
+40.89%
10 Year Return
–
AUM
$117M
AUM Growth
-$33.5M
(-22%)
Cap. Flow
-$29.3M
Cap. Flow
% of AUM
-25.12%
Top 10 Holdings %
Top 10 Hldgs %
50.49%
Holding
215
New
46
Increased
21
Reduced
62
Closed
36
Top Buys
Top Sells
| 1 |
First Trust Long/Short Equity ETF
FTLS
|
$3.99M |
| 2 |
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
|
$3.63M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.14M |
| 4 |
NYLI Hedge Multi-Strategy Tracker ETF
QAI
|
$3.12M |
| 5 |
iShares Global Clean Energy ETF
ICLN
|
$2.7M |
Sector Composition
| 1 | Technology | 3.29% |
| 2 | Consumer Discretionary | 1.8% |
| 3 | Financials | 0.91% |
| 4 | Healthcare | 0.8% |
| 5 | Industrials | 0.67% |
