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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 211 clients and discretionary assets under management (AUM) of $369,765,621 (Form ADV from 2020-06-25). Their last reported 13F filing for Q2 2020 included $94,712,000 in managed 13F securities and a top 10 holdings concentration of 57.23%. LFA - Lugano Financial Advisors SA's largest holding is SPDR S&P 500 ETF Trust with shares held of 28,765. Whalewisdom has at least 10 13F filings

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13F Activity

  • Market Value $94.712 Million
  • Prior Market Value $111.181 Million
  • New Purchases15 stocks
  • Additional Purchases19 stocks
  • Sold out of26 stocks
  • Reduced holdings in25 stocks
  • Top 10 Holdings % 57.23 %
  • Turnover % [1]:36.61%
  • Turnover Alt % [2]: 37.86 %
  • Time Held Top20:1.35 quarters
  • Time Held Top10:1.50 quarters
  • Time Held All:1.75 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.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 18.51%
Performance Last 4 Quarters: -1.03%
Performance Metrics
Stats are not available for the latest quarter

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View Last Form Adv Compilation Report on Record

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: 211
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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