LFASL
Lugano Financial Advisors SA (LFA) Portfolio holdings
AUM
$169M
This Quarter Return
+4.78%
1 Year Return
+11.35%
3 Year Return
+31.21%
5 Year Return
+40.89%
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(+7.9%)
Cap. Flow
+$4.98M
Cap. Flow
% of AUM
3.62%
Top 10 Holdings %
Top 10 Hldgs %
46.04%
Holding
186
New
16
Increased
41
Reduced
32
Closed
26
Top Buys
| 1 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
$1.5M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.05M |
| 3 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
$1.04M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$708K |
| 5 |
Vanguard Health Care ETF
VHT
|
$690K |
Top Sells
Sector Composition
| 1 | Technology | 3.6% |
| 2 | Consumer Discretionary | 1.99% |
| 3 | Financials | 0.96% |
| 4 | Industrials | 0.77% |
| 5 | Healthcare | 0.7% |
