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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 $127,275,029
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 43,792 $20,814,776 16.35%
2.
Ishares Tr
 228,105 $5,584,010 4.38%
3.
Spdr Gold Trust
 GLD 24,554 $4,693,988 3.68%
4.
Invesco Actvely Mngd Etc Fd
 334,435 $4,447,986 3.49%
5.
First Trust Exchange-Traded Alphadex Fund
 78,557 $4,229,509 3.32%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)