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
$131M
AUM Growth
-$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.73M
3
+$634K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$443K
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$289K

Top Sells

1
+$2.71M
2
+$1.79M
3
+$1.72M
4
TSM icon
TSMC
TSM
+$1.52M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$1.05M

Sector Composition

1 Technology 2.86%
2 Consumer Discretionary 2.12%
3 Financials 1.26%
4 Healthcare 1.06%
5 Communication Services 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$60.5K 0.05%
+1,100
127
$59.7K 0.05%
+312
128
$59.4K 0.05%
15
-3
129
$59.2K 0.05%
+1,300
130
$58K 0.04%
+1,000
131
$57.3K 0.04%
+3,000
132
$56.1K 0.04%
890
133
$54.8K 0.04%
1,400
134
$54K 0.04%
+2,000
135
$53K 0.04%
1,000
136
$52.2K 0.04%
310
137
$51.6K 0.04%
+330
138
$46.2K 0.04%
1,022
139
$44K 0.03%
182
140
$42.9K 0.03%
380
141
$38.4K 0.03%
646
+565
142
$37.2K 0.03%
+5,000
143
$36.4K 0.03%
+200
144
$35.8K 0.03%
+524
145
$35.3K 0.03%
660
-297
146
$33.2K 0.03%
228
147
$29.8K 0.02%
300
148
$28.5K 0.02%
+195
149
$28.1K 0.02%
+700
150
$26.5K 0.02%
499
4 5
6
7 8