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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 $168,761,376
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 39,806 $24,594,137 14.57%
2.
Ishares Tr - ESG AW MSCI EAFE
 229,552 $20,480,629 12.14%
3.
Ishares Tr
 457,113 $11,421,014 6.77%
4.
Spdr Gold Trust
 GLD 28,797 $8,778,190 5.2%
5.
Ishares Tr
 88,195 $4,663,443 2.76%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)