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
$137M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.05M
3
+$1.04M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$708K
5
VHT icon
Vanguard Health Care ETF
VHT
+$690K

Top Sells

1
+$3.05M
2
+$294K
3
+$176K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$145K
5
PSP icon
Invesco Global Listed Private Equity ETF
PSP
+$144K

Sector Composition

1 Technology 3.6%
2 Consumer Discretionary 1.99%
3 Financials 0.96%
4 Industrials 0.77%
5 Healthcare 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.6K 0.01%
2,000
152
$12.5K 0.01%
435
153
$11.9K 0.01%
90
154
$11.4K 0.01%
345
155
$11K 0.01%
150
156
$10K 0.01%
387
157
$9.73K 0.01%
115
158
$4.7K ﹤0.01%
81
159
$4.38K ﹤0.01%
80
-300
160
$4.21K ﹤0.01%
10
161
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4 5 6
7
8