Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Lfa - Lugano Financial Advisors Sa > Profile

Instuitional Investor - Lfa - Lugano Financial Advisors Sa

Fund Profile
Filing Period:
Fund Name: Lfa - Lugano Financial Advisors Sa
Portfolio Value $147,089,039
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 42,509 $23,779,110 16.17%
2.
Spdr Gold Trust
 GLD 27,265 $7,856,137 5.34%
3.
First Tr Exchange-Traded Fd - SMID RISNG ETF
 191,256 $6,407,076 4.36%
4.
Ishares Tr
 238,952 $5,971,410 4.06%
5.
Ishares Tr - MSCI USA ESG SLC
 47,846 $5,496,070 3.74%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)