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
$117M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$800K
3
+$504K
4
NUMG icon
Nuveen ESG Mid-Cap Growth ETF
NUMG
+$260K
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$234K

Top Sells

1
+$3.99M
2
+$3.63M
3
+$3.14M
4
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$3.12M
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$2.7M

Sector Composition

1 Technology 3.29%
2 Consumer Discretionary 1.8%
3 Financials 0.91%
4 Healthcare 0.8%
5 Industrials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.37K 0.01%
+31
152
$9.27K 0.01%
+55
153
$9.27K 0.01%
90
-1,026
154
$9.13K 0.01%
+25
155
$9.05K 0.01%
35
156
$8.06K 0.01%
+112
157
$8.01K 0.01%
+40
158
$7.76K 0.01%
+12
159
$7.7K 0.01%
+70
160
$7.43K 0.01%
+70
161
$7.23K 0.01%
+92
162
$6.58K 0.01%
+100
163
$6.5K 0.01%
+443
164
$6.37K 0.01%
+39
165
$5.58K ﹤0.01%
+130
166
$5.49K ﹤0.01%
+38
167
$5.44K ﹤0.01%
+123
168
$5.17K ﹤0.01%
+183
169
$5.09K ﹤0.01%
115
170
$4.91K ﹤0.01%
+60
171
$4.23K ﹤0.01%
+29
172
$3.27K ﹤0.01%
64
173
$3.12K ﹤0.01%
+112
174
$2.92K ﹤0.01%
+90
175
$2.76K ﹤0.01%
50
-890
5 6
7
8 9