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
$127M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.18M
3
+$4.15M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.88M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.47M

Top Sells

1
+$4.22M
2
+$4.1M
3
+$3.83M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.78M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.81M

Sector Composition

1 Technology 3.27%
2 Consumer Discretionary 1.94%
3 Financials 0.81%
4 Healthcare 0.63%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29.6K 0.02%
74
-360
127
$27.9K 0.02%
+297
128
$27.7K 0.02%
+560
129
$27.4K 0.02%
+1,240
130
$27.3K 0.02%
+64
131
$27.1K 0.02%
300
-500
132
$26.7K 0.02%
157
+70
133
$25.5K 0.02%
499
134
$25.3K 0.02%
500
-1
135
$24.7K 0.02%
655
+565
136
$24.4K 0.02%
190
+120
137
$23.2K 0.02%
110
+70
138
$23K 0.02%
200
+130
139
$21.2K 0.02%
40
+20
140
$20.9K 0.02%
140
+85
141
$20.2K 0.02%
300
+200
142
$19.8K 0.02%
460
143
$19.8K 0.02%
380
+200
144
$19.7K 0.02%
292
-1,709
145
$19K 0.01%
+170
146
$18.8K 0.01%
200
+80
147
$17.8K 0.01%
332
148
$17.3K 0.01%
87
149
$16.8K 0.01%
94
-1,300
150
$16.3K 0.01%
62
4 5
6
7 8