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
176
$19.6K 0.01%
22
+15
177
$16.4K 0.01%
345
178
$16.4K 0.01%
+26
179
$15.3K 0.01%
365
-185
180
$14.6K 0.01%
550
-9,950
181
$13.2K 0.01%
251
-329
182
$11.6K 0.01%
435
183
$10.9K 0.01%
330
-370
184
$10.8K 0.01%
387
185
$10.5K 0.01%
120
-25
186
$10.4K 0.01%
2,000
187
$10.2K 0.01%
+165
188
$7.99K 0.01%
85
189
$7.38K ﹤0.01%
20
190
$7.17K ﹤0.01%
100
191
$6.76K ﹤0.01%
50
192
$4.53K ﹤0.01%
10
193
$3.07K ﹤0.01%
80
194
– –
-200
195
– –
-300
196
– –
-195
197
– –
-2,000
198
– –
-460
199
– –
-1,000
200
– –
-1,100
5 6 7
8
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