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
UBER icon
201
Uber
UBER
$195B
$13.6K 0.01%
+146
QS icon
202
QuantumScape
QS
$9.55B
$13.4K 0.01%
2,000
EOG icon
203
EOG Resources
EOG
$58.3B
$12.6K 0.01%
+106
TSM icon
204
TSMC
TSM
$1.53T
$12.5K 0.01%
+55
EBAY icon
205
eBay
EBAY
$38.3B
$12.3K 0.01%
165
VLTO icon
206
Veralto
VLTO
$24.5B
$12.1K 0.01%
+120
VEEV icon
207
Veeva Systems
VEEV
$48.4B
$11.5K 0.01%
40
IQV icon
208
IQVIA
IQV
$36.5B
$11.2K 0.01%
+71
HUM icon
209
Humana
HUM
$28.9B
$11K 0.01%
45
MCK icon
210
McKesson
MCK
$106B
$11K 0.01%
15
CSX icon
211
CSX Corp
CSX
$65.3B
$10.9K 0.01%
+333
TLT icon
212
iShares 20+ Year Treasury Bond ETF
TLT
$48.2B
$10.5K 0.01%
120
VRTX icon
213
Vertex Pharmaceuticals
VRTX
$106B
$10.2K 0.01%
+23
CMCSA icon
214
Comcast
CMCSA
$99.4B
$10.1K 0.01%
+286
PLD icon
215
Prologis
PLD
$116B
$9.88K 0.01%
+94
FI icon
216
Fiserv
FI
$34.2B
$9.14K 0.01%
+53
SPGI icon
217
S&P Global
SPGI
$149B
$8.96K 0.01%
+17
WEC icon
218
WEC Energy
WEC
$36.5B
$8.86K 0.01%
85
CTVA icon
219
Corteva
CTVA
$44.4B
$8.72K 0.01%
+117
TMO icon
220
Thermo Fisher Scientific
TMO
$216B
$8.52K 0.01%
+21
HSY icon
221
Hershey
HSY
$34.1B
$8.3K ﹤0.01%
50
WAT icon
222
Waters Corp
WAT
$22.5B
$7.68K ﹤0.01%
+22
OTIS icon
223
Otis Worldwide
OTIS
$35.1B
$7.43K ﹤0.01%
+75
AZO icon
224
AutoZone
AZO
$61.8B
$7.42K ﹤0.01%
+2
DLTR icon
225
Dollar Tree
DLTR
$21.7B
$7.33K ﹤0.01%
+74