LFA - LUGANO FINANCIAL ADVISORS SA

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LFA - Lugano Financial Advisors SA is based out of Lugano. LFA - Lugano Financial Advisors SA is a large advisory firm with 216 clients and discretionary assets under management (AUM) of $396,568,691 (Form ADV from 2019-08-27). Their last reported 13F filing for Q4 2019 included $136,883,000 in managed 13F securities and a top 10 holdings concentration of 62.97%. LFA - Lugano Financial Advisors SA's largest holding is SPDR S&P 500 ETF Trust with shares held of 79,921. Whalewisdom has at least 8 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $136.883 Million
  • Prior Market Value $161.285 Million
  • New Purchases135 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 62.97 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.00 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:0.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 1.23%
Performance Last 4 Quarters: 2.36%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR/A (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR/A (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LFA
VIA F. PELLI 3
LUGANO - TICINO    6900
Country: Switzerland

Business Phone: +41.91.921.2533
Fax: +41.91.921.3809
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Principal Office Outside the US
Form of Organization: Corporation
Organized in:
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 216
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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