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
$144M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$114K

Sector Composition

1 Financials 2.73%
2 Technology 2.7%
3 Communication Services 2.69%
4 Healthcare 2.03%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$16K 0.01%
720
152
$15K 0.01%
70
153
$14K 0.01%
337
154
$11K 0.01%
95
155
$10K 0.01%
170
156
$5K ﹤0.01%
50
157
$3K ﹤0.01%
57