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
NVO icon
176
Novo Nordisk
NVO
$203B
$23.5K 0.01%
340
+170
ECL icon
177
Ecolab
ECL
$72.9B
$23.4K 0.01%
87
JNJ icon
178
Johnson & Johnson
JNJ
$452B
$22.9K 0.01%
+150
SO icon
179
Southern Company
SO
$99.7B
$22.6K 0.01%
+246
DHR icon
180
Danaher
DHR
$149B
$21.7K 0.01%
+110
APH icon
181
Amphenol
APH
$175B
$21.7K 0.01%
220
SCHW icon
182
Charles Schwab
SCHW
$174B
$21.4K 0.01%
+235
SBUX icon
183
Starbucks
SBUX
$96B
$20.7K 0.01%
+226
BOTZ icon
184
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.08B
$20.2K 0.01%
620
DIS icon
185
Walt Disney
DIS
$202B
$19.5K 0.01%
+157
PFF icon
186
iShares Preferred and Income Securities ETF
PFF
$14.4B
$19.5K 0.01%
641
-2,003
AMD icon
187
Advanced Micro Devices
AMD
$400B
$19.2K 0.01%
135
HYG icon
188
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$19.1K 0.01%
239
LULU icon
189
lululemon athletica
LULU
$20.2B
$18.5K 0.01%
78
+15
URTH icon
190
iShares MSCI World ETF
URTH
$5.99B
$18.3K 0.01%
+108
GLW icon
191
Corning
GLW
$75.8B
$18.1K 0.01%
345
CMG icon
192
Chipotle Mexican Grill
CMG
$40.3B
$18.1K 0.01%
+323
BTC
193
Grayscale Bitcoin Mini Trust ETF
BTC
$4.62B
$17.4K 0.01%
365
GEV icon
194
GE Vernova
GEV
$159B
$16.9K 0.01%
+32
URA icon
195
Global X Uranium ETF
URA
$5.17B
$16.9K 0.01%
435
ADI icon
196
Analog Devices
ADI
$114B
$16.7K 0.01%
70
WM icon
197
Waste Management
WM
$80.3B
$16.5K 0.01%
+72
ASHR icon
198
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.36B
$15.1K 0.01%
550
PGR icon
199
Progressive
PGR
$127B
$14.4K 0.01%
+54
TMUS icon
200
T-Mobile US
TMUS
$230B
$14.1K 0.01%
+59