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
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.05M
3
+$1.04M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$708K
5
VHT icon
Vanguard Health Care ETF
VHT
+$690K

Top Sells

1
+$3.05M
2
+$294K
3
+$176K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$145K
5
PSP icon
Invesco Global Listed Private Equity ETF
PSP
+$144K

Sector Composition

1 Technology 3.6%
2 Consumer Discretionary 1.99%
3 Financials 0.96%
4 Industrials 0.77%
5 Healthcare 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$55.1K 0.04%
1,742
127
$51.7K 0.04%
890
128
$51.6K 0.04%
+310
129
$50.6K 0.04%
560
130
$50.4K 0.04%
1,328
+1,032
131
$49.4K 0.04%
957
132
$49.4K 0.04%
1,022
133
$45.9K 0.03%
182
134
$43.6K 0.03%
250
135
$41.2K 0.03%
380
136
$36.7K 0.03%
300
137
$34.5K 0.03%
260
+90
138
$33.7K 0.02%
228
-463
139
$30.8K 0.02%
64
140
$29.5K 0.02%
408
141
$26.6K 0.02%
499
142
$25.2K 0.02%
316
+237
143
$25K 0.02%
500
144
$20.1K 0.01%
87
145
$19.8K 0.01%
57
+49
146
$19.2K 0.01%
460
147
$18.7K 0.01%
62
148
$17.1K 0.01%
249
-51
149
$16.7K 0.01%
67
150
$12.9K 0.01%
251
4 5
6
7 8