LFASL

Lugano Financial Advisors SA (LFA) Portfolio holdings

AUM $194M
1-Year Est. Return 15.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$5.44M
3
+$3.87M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.04M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$648K

Top Sells

1
+$5.48M
2
+$2.48M
3
+$2.16M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.16M
5
NUMG icon
Nuveen ESG Mid-Cap Growth ETF
NUMG
+$2M

Sector Composition

1 Technology 3.31%
2 Consumer Discretionary 2.15%
3 Financials 1.51%
4 Communication Services 1.13%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$36.6K 0.02%
320
152
$36.3K 0.02%
+953
153
$34.5K 0.02%
2,060
154
$34.5K 0.02%
500
155
$34K 0.02%
309
156
$32.8K 0.02%
270
157
$31.9K 0.02%
+576
158
$31.9K 0.02%
+87
159
$30.6K 0.02%
+31
160
$30.4K 0.02%
499
161
$30.1K 0.02%
265
162
$29.4K 0.02%
+201
163
$29.3K 0.02%
1,310
164
$28.8K 0.02%
470
+150
165
$28.5K 0.02%
+369
166
$28.4K 0.02%
400
167
$27.8K 0.02%
+225
168
$27.8K 0.02%
31
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169
$27.5K 0.02%
71
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170
$27.3K 0.02%
+200
171
$26.3K 0.02%
+75
172
$26K 0.02%
+895
173
$25K 0.01%
+80
174
$23.8K 0.01%
1,000
175
$23.8K 0.01%
+109
5 6
7
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