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
$150M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$1.29M
3 +$1.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$940K
5
MSFT icon
Microsoft
MSFT
+$809K

Top Sells

1 +$3.27M
2 +$288K
3 +$245K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$115K
5
BMY icon
Bristol-Myers Squibb
BMY
+$59.8K

Sector Composition

1 Technology 4.66%
2 Consumer Discretionary 2.21%
3 Healthcare 1.27%
4 Financials 1.2%
5 Consumer Staples 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,068
177
-1