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
$153M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.95M
3
+$3.56M
4
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$1.84M
5
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$1.69M

Top Sells

1
+$3.69M
2
+$2.33M
3
+$1.09M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$687K
5
URTH icon
iShares MSCI World ETF
URTH
+$467K

Sector Composition

1 Technology 2.94%
2 Consumer Discretionary 2.3%
3 Financials 1.41%
4 Communication Services 1.02%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$76.5K 0.05%
308
127
$76.3K 0.05%
900
128
$74.1K 0.05%
+1,100
129
$70.7K 0.05%
2,223
130
$70K 0.05%
180
131
$69.5K 0.05%
480
+150
132
$65.9K 0.04%
1,468
133
$63.6K 0.04%
700
134
$61.5K 0.04%
484
-209
135
$61K 0.04%
800
136
$60.8K 0.04%
890
137
$59.7K 0.04%
+1,400
138
$59.6K 0.04%
849
139
$56.7K 0.04%
600
+490
140
$54.2K 0.04%
200
141
$54.1K 0.04%
+245
142
$52.5K 0.03%
1,400
143
$51.8K 0.03%
2,140
-7,937
144
$51K 0.03%
734
145
$50.9K 0.03%
400
-300
146
$50.8K 0.03%
182
147
$48.7K 0.03%
310
148
$44.7K 0.03%
1,022
149
$41K 0.03%
1,800
-1,200
150
$40.8K 0.03%
749
4 5
6
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