LFASL

Lugano Financial Advisors SA (LFA) Portfolio holdings

AUM $197M
1-Year Est. Return 14.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$4.04M
3
+$2.64M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$604K
5
GLD icon
SPDR Gold Trust
GLD
+$587K

Top Sells

1
+$2.73M
2
+$816K
3
+$723K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$362K
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$309K

Sector Composition

1 Technology 3.22%
2 Consumer Discretionary 1.95%
3 Financials 1.4%
4 Communication Services 1.25%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$66.1K 0.03%
788
-77
127
$65.5K 0.03%
636
128
$62.5K 0.03%
+1,475
129
$62.2K 0.03%
348
+83
130
$60.5K 0.03%
210
-30
131
$57.7K 0.03%
378
132
$57.3K 0.03%
72
133
$57.2K 0.03%
735
-4,671
134
$55.2K 0.03%
2,020
-9,600
135
$54.8K 0.03%
109
136
$54.5K 0.03%
+880
137
$53.9K 0.03%
75
138
$53.2K 0.03%
635
139
$52.9K 0.03%
890
140
$52.4K 0.03%
2,140
141
$52.3K 0.03%
805
+335
142
$51.5K 0.03%
1,022
143
$51.4K 0.03%
310
144
$50.4K 0.03%
420
-50
145
$49.2K 0.03%
110
-4
146
$48.8K 0.03%
1,745
147
$47.4K 0.03%
182
148
$46.4K 0.02%
953
149
$45.8K 0.02%
295
-15
150
$44.8K 0.02%
1,040
4 5
6
7 8