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
$153M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.95M
3
+$3.56M
4
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$1.84M
5
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$1.69M

Top Sells

1
+$3.69M
2
+$2.33M
3
+$1.09M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$687K
5
URTH icon
iShares MSCI World ETF
URTH
+$467K

Sector Composition

1 Technology 2.94%
2 Consumer Discretionary 2.3%
3 Financials 1.41%
4 Communication Services 1.02%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$40.1K 0.03%
1,000
152
$37.8K 0.02%
+85
153
$36.8K 0.02%
+914
154
$35.3K 0.02%
320
-60
155
$35.2K 0.02%
524
156
$34.5K 0.02%
660
157
$33.5K 0.02%
+200
158
$32.2K 0.02%
+270
159
$31.8K 0.02%
+30
160
$31.7K 0.02%
125
+45
161
$31.4K 0.02%
228
162
$31.4K 0.02%
74
-360
163
$30.3K 0.02%
400
+210
164
$29.6K 0.02%
500
165
$28.8K 0.02%
57
166
$26.4K 0.02%
+355
167
$26K 0.02%
499
168
$24.1K 0.02%
+63
169
$22.8K 0.01%
+1,975
170
$21.1K 0.01%
2,000
-3,000
171
$20.7K 0.01%
62
172
$20.4K 0.01%
87
173
$20.3K 0.01%
+360
174
$19.8K 0.01%
+620
175
$19.6K 0.01%
67
5 6
7
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