LFASL

Lugano Financial Advisors SA (LFA) Portfolio holdings

AUM $197M
1-Year Est. Return 14.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$808K
3
+$527K
4
NUMG icon
Nuveen ESG Mid-Cap Growth ETF
NUMG
+$275K
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$250K

Top Sells

1
+$4.02M
2
+$3.63M
3
+$3.27M
4
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$3.13M
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$2.7M

Sector Composition

1 Technology 3.29%
2 Consumer Discretionary 1.8%
3 Financials 0.91%
4 Healthcare 0.8%
5 Industrials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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