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
$117M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$800K
3
+$504K
4
NUMG icon
Nuveen ESG Mid-Cap Growth ETF
NUMG
+$260K
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$234K

Top Sells

1
+$3.99M
2
+$3.63M
3
+$3.14M
4
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$3.12M
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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215
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5 6 7 8
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