LFASL

Lugano Financial Advisors SA (LFA) Portfolio holdings

AUM $190M
1-Year Est. Return 12.33%
This Quarter Est. Return
1 Year Est. Return
+12.33%
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 +$20.5M
2 +$5.45M
3 +$4.04M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.09M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$687K

Top Sells

1 +$5.89M
2 +$2.74M
3 +$2.27M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.16M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$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
DXJ icon
151
WisdomTree Japan Hedged Equity Fund
DXJ
$4.1B
$36.6K 0.02%
320
BKR icon
152
Baker Hughes
BKR
$48B
$36.3K 0.02%
+953
HBAN icon
153
Huntington Bancshares
HBAN
$24.8B
$34.5K 0.02%
2,060
CSCO icon
154
Cisco
CSCO
$284B
$34.5K 0.02%
500
LEN icon
155
Lennar Class A
LEN
$31.3B
$34K 0.02%
309
SKYY icon
156
First Trust Cloud Computing ETF
SKYY
$3.33B
$32.8K 0.02%
270
IBKR icon
157
Interactive Brokers
IBKR
$31.6B
$31.9K 0.02%
+576
HD icon
158
Home Depot
HD
$366B
$31.9K 0.02%
+87
COST icon
159
Costco
COST
$405B
$30.6K 0.02%
+31
ACWX icon
160
iShares MSCI ACWI ex US ETF
ACWX
$7.04B
$30.4K 0.02%
499
BABA icon
161
Alibaba
BABA
$395B
$30.1K 0.02%
265
RTX icon
162
RTX Corp
RTX
$240B
$29.4K 0.02%
+201
INTC icon
163
Intel
INTC
$182B
$29.3K 0.02%
1,310
IBIT icon
164
iShares Bitcoin Trust
IBIT
$80.8B
$28.8K 0.02%
470
+150
IXUS icon
165
iShares Core MSCI Total International Stock ETF
IXUS
$50.7B
$28.5K 0.02%
+369
NKE icon
166
Nike
NKE
$89.8B
$28.4K 0.02%
400
FUTU icon
167
Futu Holdings
FUTU
$26.3B
$27.8K 0.02%
+225
KLAC icon
168
KLA
KLAC
$160B
$27.8K 0.02%
31
+5
ADBE icon
169
Adobe
ADBE
$137B
$27.5K 0.02%
71
+16
PLTR icon
170
Palantir
PLTR
$463B
$27.3K 0.02%
+200
APP icon
171
Applovin
APP
$219B
$26.3K 0.02%
+75
KMI icon
172
Kinder Morgan
KMI
$59.9B
$26K 0.02%
+895
UNH icon
173
UnitedHealth
UNH
$288B
$25K 0.01%
+80
PFE icon
174
Pfizer
PFE
$138B
$23.8K 0.01%
1,000
ORCL icon
175
Oracle
ORCL
$678B
$23.8K 0.01%
+109