LFASL

Lugano Financial Advisors SA (LFA) Portfolio holdings

AUM $194M
1-Year Est. Return 15.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$5.44M
3
+$3.87M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.04M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$648K

Top Sells

1
+$5.48M
2
+$2.48M
3
+$2.16M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.16M
5
NUMG icon
Nuveen ESG Mid-Cap Growth ETF
NUMG
+$2M

Sector Composition

1 Technology 3.31%
2 Consumer Discretionary 2.15%
3 Financials 1.51%
4 Communication Services 1.13%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$68.5K 0.04%
865
+77
127
$67.1K 0.04%
+497
128
$64.9K 0.04%
890
129
$62.9K 0.04%
470
+320
130
$62.2K 0.04%
+636
131
$61.9K 0.04%
114
+54
132
$59.8K 0.04%
378
+178
133
$59.2K 0.04%
650
134
$52.9K 0.03%
109
+99
135
$52.1K 0.03%
2,140
136
$51K 0.03%
+72
137
$50.9K 0.03%
635
+258
138
$50K 0.03%
1,745
+745
139
$49.7K 0.03%
182
140
$49.2K 0.03%
1,022
141
$47.5K 0.03%
310
142
$46.1K 0.03%
200
143
$45.8K 0.03%
90
+16
144
$45K 0.03%
426
+161
145
$44.4K 0.03%
310
+160
146
$44.3K 0.03%
1,040
-360
147
$43K 0.03%
700
148
$39.6K 0.02%
660
149
$39.3K 0.02%
524
150
$37K 0.02%
180
+30
4 5
6
7 8