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
176
$23.5K 0.01%
340
+170
177
$23.4K 0.01%
87
178
$22.9K 0.01%
+150
179
$22.6K 0.01%
+246
180
$21.7K 0.01%
+110
181
$21.7K 0.01%
220
182
$21.4K 0.01%
+235
183
$20.7K 0.01%
+226
184
$20.2K 0.01%
620
185
$19.5K 0.01%
+157
186
$19.5K 0.01%
641
-2,003
187
$19.2K 0.01%
135
188
$19.1K 0.01%
239
189
$18.5K 0.01%
78
+15
190
$18.3K 0.01%
+108
191
$18.1K 0.01%
345
192
$18.1K 0.01%
+323
193
$17.4K 0.01%
365
194
$16.9K 0.01%
+32
195
$16.9K 0.01%
435
196
$16.7K 0.01%
70
197
$16.5K 0.01%
+72
198
$15.1K 0.01%
550
199
$14.4K 0.01%
+54
200
$14.1K 0.01%
+59