- New Purchases: VCIT, VCLT, EWG, EMLC, IEF, EWU, OXY, KLAC, WELL, O, M, BAX, TROW, C, EXC, MRK, BLK, KO, IBM, TRGP, DG, ANTM, VZ, UNH, VIV, ARCC,
- Added Positions: IEI, EMB, HYG, EEM, GLD, QAI, EFA, HD, PFE, AMLP, FEZ, VNQ, EUFN, CTSH, GPS, CAH, IVV, MO, TGT, HEDJ, CSCO, T, IYJ, BABA, DIS, CVS, ADM, AMGN, AMZN, VYM, NEE, BRK.B,
- Reduced Positions: VCSH, FLOT, HEWJ, ASHR, BNDX, XLF, BSX, AVGO, PICK, IGIB, BND, FB, PFF, DXJ, BOTZ, EWL, QQQ, MSFT, LRCX, GOOGL, ACP, AAPL, NKE, SBUX, ECL, MBB, SJNK, AMAT, HEZU, MA, COST, VHT, HYEM,
- Sold Out: IWM, LQD, CMF, XLE, DFE, BKLN, V, WHR, EL, MET, TSM, SCHW, TJX, EW, SHW, BKNG, MINT, MMM, SHV, EZU, BF.B, MCO, PYPL, VRSK, IBB, HACK, NFLX, FLT, XOP, SYK, XLB, INDA, IAU, KHC, IYF, EWJ, DGS, IEV, TLT, ITA, VB, PEP, VOYA, WM,
For the details of LFA - Lugano Financial Advisors SA's stock buys and sells, go to https://www.gurufocus.com/guru/lfa+-+lugano+financial+advisors+sa/current-portfolio/portfolio
These are the top 5 holdings of LFA - Lugano Financial Advisors SA- Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 383,377 shares, 22.15% of the total portfolio. New Position
- SPDR S&P 500 (SPY) - 75,959 shares, 14.27% of the total portfolio. Shares reduced by 0.41%
- iShares 3-7 Year Treasury Bond ETF (IEI) - 109,708 shares, 8.99% of the total portfolio. Shares added by 7179.89%
- iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) - 112,948 shares, 8.27% of the total portfolio. Shares added by 560.17%
- IQ Hedge MultiIQ Hedge Multi-Strategy Tracker (QAI) - 219,339 shares, 4.39% of the total portfolio. Shares added by 117.43%
LFA - Lugano Financial Advisors SA initiated holding in Vanguard Intermediate-Term Corporate Bond ETF. The purchase prices were between $82.86 and $86.96, with an estimated average price of $84.72. The stock is now traded at around $86.55. The impact to a portfolio due to this purchase was 22.15%. The holding were 383,377 shares as of .
New Purchase: Vanguard Long-Term Corporate Bond ETF (VCLT)LFA - Lugano Financial Advisors SA initiated holding in Vanguard Long-Term Corporate Bond ETF. The purchase prices were between $85.18 and $91.53, with an estimated average price of $87.8. The stock is now traded at around $91.22. The impact to a portfolio due to this purchase was 1.86%. The holding were 30,605 shares as of .
New Purchase: iShares MSCI Germany Index Fund (EWG)LFA - Lugano Financial Advisors SA initiated holding in iShares MSCI Germany Index Fund. The purchase prices were between $24.83 and $27.86, with an estimated average price of $26.71. The stock is now traded at around $28.75. The impact to a portfolio due to this purchase was 0.69%. The holding were 38,611 shares as of .
New Purchase: VanEck Vectors J.P. Morgan EM Local Currency Bond (EMLC)LFA - Lugano Financial Advisors SA initiated holding in VanEck Vectors J.P. Morgan EM Local Currency Bond. The purchase prices were between $33 and $34.77, with an estimated average price of $33.93. The stock is now traded at around $32.85. The impact to a portfolio due to this purchase was 0.21%. The holding were 9,400 shares as of .
New Purchase: iShares 7-10 Year Treasury Bond ETF (IEF)LFA - Lugano Financial Advisors SA initiated holding in iShares 7-10 Year Treasury Bond ETF. The purchase prices were between $103.43 and $106.84, with an estimated average price of $104.55. The stock is now traded at around $105.56. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,939 shares as of .
New Purchase: iShares MSCI United Kingdom (EWU)LFA - Lugano Financial Advisors SA initiated holding in iShares MSCI United Kingdom. The purchase prices were between $29.15 and $33.67, with an estimated average price of $31.8. The stock is now traded at around $33.45. The impact to a portfolio due to this purchase was 0.12%. The holding were 5,253 shares as of .
Added: iShares 3-7 Year Treasury Bond ETF (IEI)LFA - Lugano Financial Advisors SA added to a holding in iShares 3-7 Year Treasury Bond ETF by 7179.89%. The purchase prices were between $120.92 and $123.41, with an estimated average price of $121.72. The stock is now traded at around $122.47. The impact to a portfolio due to this purchase was 8.87%. The holding were 109,708 shares as of .
Added: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)LFA - Lugano Financial Advisors SA added to a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF by 560.17%. The purchase prices were between $103.91 and $110.19, with an estimated average price of $107.79. The stock is now traded at around $109.41. The impact to a portfolio due to this purchase was 7.02%. The holding were 112,948 shares as of .
Added: iShares iBoxx $ High Yield Corporate Bond (HYG)LFA - Lugano Financial Advisors SA added to a holding in iShares iBoxx $ High Yield Corporate Bond by 704.71%. The purchase prices were between $80.99 and $86.47, with an estimated average price of $84.85. The stock is now traded at around $86.38. The impact to a portfolio due to this purchase was 3.53%. The holding were 70,171 shares as of .
Added: iShares MSCI Emerging Index Fund (EEM)LFA - Lugano Financial Advisors SA added to a holding in iShares MSCI Emerging Index Fund by 378.73%. The purchase prices were between $38.45 and $43.71, with an estimated average price of $42.03. The stock is now traded at around $43.80. The impact to a portfolio due to this purchase was 3.12%. The holding were 138,232 shares as of .
Added: SPDR Gold Trust (GLD)LFA - Lugano Financial Advisors SA added to a holding in SPDR Gold Trust by 4333.64%. The purchase prices were between $121.02 and $126.7, with an estimated average price of $123.15. The stock is now traded at around $119.90. The impact to a portfolio due to this purchase was 3.1%. The holding were 39,016 shares as of .
Added: IQ Hedge MultiIQ Hedge Multi-Strategy Tracker (QAI)LFA - Lugano Financial Advisors SA added to a holding in IQ Hedge MultiIQ Hedge Multi-Strategy Tracker by 117.43%. The purchase prices were between $28.88 and $30.14, with an estimated average price of $29.7. The stock is now traded at around $30.24. The impact to a portfolio due to this purchase was 2.37%. The holding were 219,339 shares as of .
Sold Out: iShares Russell 2000 (IWM)LFA - Lugano Financial Advisors SA sold out a holding in iShares Russell 2000. The sale prices were between $132.25 and $158.24, with an estimated average price of $150.07.
Sold Out: iShares iBoxx $ Investment Grade Corporate Bond (LQD)LFA - Lugano Financial Advisors SA sold out a holding in iShares iBoxx $ Investment Grade Corporate Bond. The sale prices were between $112.82 and $119.15, with an estimated average price of $115.77.
Sold Out: iShares California Muni Bond (CMF)LFA - Lugano Financial Advisors SA sold out a holding in iShares California Muni Bond. The sale prices were between $58.26 and $59.59, with an estimated average price of $58.7.
Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)LFA - Lugano Financial Advisors SA sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $57.35 and $67.29, with an estimated average price of $64.16.
Sold Out: WisdomTree Europe SmallCap Dividend Fund (DFE)LFA - Lugano Financial Advisors SA sold out a holding in WisdomTree Europe SmallCap Dividend Fund. The sale prices were between $53.05 and $60.43, with an estimated average price of $57.68.
Sold Out: Invesco Senior Loan (BKLN)LFA - Lugano Financial Advisors SA sold out a holding in Invesco Senior Loan. The sale prices were between $21.78 and $22.84, with an estimated average price of $22.57.
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