Portfolio (Quarterly)
Guide ↗
LFA - Lugano Financial Advisors SA
· CIK 0001737871| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 33 | $11K | 0.01% | SOLD |
| 22 | DLTR | DOLLAR TREE INC | Consumer Defensive | 74 | $9K | 0.01% | SOLD |
| 23 | SPGI | S&P GLOBAL INC | Financial Services | 17 | $9K | 0.01% | SOLD |
| 24 | URI | UNITED RENTALS INC | Industrials | 9 | $7K | 0.00% | SOLD |
| 25 | OTIS | OTIS WORLDWIDE CORP | Industrials | 75 | $7K | 0.00% | SOLD |
| 26 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 48 | $4K | 0.00% | SOLD |
Sector Allocation
Financial Services
77.5%
Technology
8.5%
Consumer Cyclical
5.4%
Industrials
2.6%
Communication Services
1.9%
Healthcare
1.8%
Consumer Defensive
1.3%
Utilities
0.4%
Energy
0.4%
Real Estate
0.0%