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 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
201
-2,978
202
-150