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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 $152,960,544
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 39,704 $23,269,720 15.21%
2.
First Tr Exchange-Traded Fd - SMID RISNG ETF
 190,046 $6,813,149 4.45%
3.
Spdr Gold Trust
 GLD 27,366 $6,626,130 4.33%
4.
Ishares Tr - MSCI USA ESG SLC
 47,846 $5,817,595 3.8%
5.
Ishares Tr
 217,722 $5,377,733 3.51%
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)