LFASL
Lugano Financial Advisors SA (LFA) Portfolio holdings
AUM
$169M
This Quarter Return
-8.98%
1 Year Return
+11.35%
3 Year Return
+31.21%
5 Year Return
+40.89%
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
59.81%
Holding
158
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vodafone
VOD
$28.8B
| $16K | 0.01% |
720
| – | – |
|
152
Home Depot
HD
$405B
| $15K | 0.01% |
70
| – | – |
|
153
Pfizer
PFE
$141B
| $14K | 0.01% |
320
| – | – |
|
154
PepsiCo
PEP
$204B
| $11K | 0.01% |
95
| – | – |
|
|
SMEZ
155
DELISTED
SPDR EURO STOXX Small Cap ETF
SMEZ
| $10K | 0.01% |
170
| – | – |
|
156
Waste Management
WM
$91.2B
| $5K | ﹤0.01% |
50
| – | – |
|
157
Voya Financial
VOYA
$7.24B
| $3K | ﹤0.01% |
57
| – | – |
|