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
$190M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$4.04M
3
+$2.64M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$604K
5
GLD icon
SPDR Gold Trust
GLD
+$587K

Top Sells

1
+$2.73M
2
+$816K
3
+$723K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$362K
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$309K

Sector Composition

1 Technology 3.22%
2 Consumer Discretionary 1.95%
3 Financials 1.4%
4 Communication Services 1.25%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$13.3K 0.01%
54
202
$13.2K 0.01%
+100
203
$12.8K 0.01%
120
204
$11.9K 0.01%
40
205
$11.8K 0.01%
333
206
$11.8K 0.01%
106
207
$11.8K 0.01%
300
-23
208
$11.7K 0.01%
45
209
$11.6K 0.01%
+260
210
$11.6K 0.01%
15
211
$11.4K 0.01%
33
-47
212
$9.74K 0.01%
85
213
$9.01K ﹤0.01%
23
214
$8.75K ﹤0.01%
+146
215
$8.62K ﹤0.01%
+155
216
$8.59K ﹤0.01%
9
217
$8.58K ﹤0.01%
2
218
$8.39K ﹤0.01%
+225
219
$8.27K ﹤0.01%
17
220
$7.91K ﹤0.01%
117
221
$7.75K ﹤0.01%
27
222
$7.26K ﹤0.01%
42
223
$6.98K ﹤0.01%
74
224
$6.86K ﹤0.01%
75
225
$6.68K ﹤0.01%
64
7 8
9
10 11