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
201
$13.6K 0.01%
+146
202
$13.4K 0.01%
2,000
203
$12.6K 0.01%
+106
204
$12.5K 0.01%
+55
205
$12.3K 0.01%
165
206
$12.1K 0.01%
+120
207
$11.5K 0.01%
40
208
$11.2K 0.01%
+71
209
$11K 0.01%
45
210
$11K 0.01%
15
211
$10.9K 0.01%
+333
212
$10.5K 0.01%
120
213
$10.2K 0.01%
+23
214
$10.1K 0.01%
+286
215
$9.88K 0.01%
+94
216
$9.14K 0.01%
+53
217
$8.96K 0.01%
+17
218
$8.86K 0.01%
85
219
$8.72K 0.01%
+117
220
$8.52K 0.01%
+21
221
$8.3K ﹤0.01%
50
222
$7.68K ﹤0.01%
+22
223
$7.43K ﹤0.01%
+75
224
$7.42K ﹤0.01%
+2
225
$7.33K ﹤0.01%
+74
7 8
9
10 11