LFA - Lugano Financial Advisors SA Buys iShares MSCI Global Impact ETF, Financial Select Sector SPDR, Microsoft Corp, Sells ARK Innovation ETF, SPDR Portfolio Emerging Markets ETF, JPMorgan Diversified Return Emerging Markets Equit

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Jul 27, 2021
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Investment company LFA - Lugano Financial Advisors SA (Current Portfolio) buys iShares MSCI Global Impact ETF, Financial Select Sector SPDR, Microsoft Corp, Vanguard FTSE Europe ETF, Kansas City Southern, sells ARK Innovation ETF, SPDR Portfolio Emerging Markets ETF, JPMorgan Diversified Return Emerging Markets Equit during the 3-months ended 2021Q2, according to the most recent filings of the investment company, LFA - Lugano Financial Advisors SA. As of 2021Q2, LFA - Lugano Financial Advisors SA owns 85 stocks with a total value of $146 million. These are the details of the buys and sells.

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
  1. Invesco Optimum Yield Diversified Commodity (PDBC) - 645,776 shares, 8.88% of the total portfolio. Shares added by 0.76%
  2. SPDR Gold Shares ETF (GLD) - 70,524 shares, 8.00% of the total portfolio. Shares added by 1.14%
  3. S&P 500 ETF TRUST ETF (SPY) - 23,354 shares, 6.85% of the total portfolio. Shares added by 9.18%
  4. SPDR EURO Stoxx 50 ETF (FEZ) - 204,152 shares, 6.55% of the total portfolio. Shares added by 18.53%
  5. iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) - 82,668 shares, 6.37% of the total portfolio. Shares added by 0.24%
New Purchase: iShares MSCI Global Impact ETF (SDG)

LFA - Lugano Financial Advisors SA initiated holding in iShares MSCI Global Impact ETF. The purchase prices were between $93.99 and $99.78, with an estimated average price of $97.03. The stock is now traded at around $96.049000. The impact to a portfolio due to this purchase was 0.28%. The holding were 4,101 shares as of 2021-06-30.

New Purchase: Kansas City Southern (KSU)

LFA - Lugano Financial Advisors SA initiated holding in Kansas City Southern. The purchase prices were between $256.4 and $313.45, with an estimated average price of $288.09. The stock is now traded at around $261.300000. The impact to a portfolio due to this purchase was 0.04%. The holding were 200 shares as of 2021-06-30.

New Purchase: Morgan Stanley (MS)

LFA - Lugano Financial Advisors SA initiated holding in Morgan Stanley. The purchase prices were between $77.29 and $93.96, with an estimated average price of $85.59. The stock is now traded at around $96.920000. The impact to a portfolio due to this purchase was 0.04%. The holding were 625 shares as of 2021-06-30.

New Purchase: Amplify Transformational Data Sharing ETF (BLOK)

LFA - Lugano Financial Advisors SA initiated holding in Amplify Transformational Data Sharing ETF. The purchase prices were between $42.62 and $59.84, with an estimated average price of $49.07. The stock is now traded at around $44.620000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,200 shares as of 2021-06-30.

New Purchase: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

LFA - Lugano Financial Advisors SA initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $108.21 and $124.8, with an estimated average price of $117.3. The stock is now traded at around $113.510000. The impact to a portfolio due to this purchase was 0.02%. The holding were 230 shares as of 2021-06-30.

New Purchase: Organon & Co (OGN)

LFA - Lugano Financial Advisors SA initiated holding in Organon & Co. The purchase prices were between $28.45 and $38, with an estimated average price of $33. The stock is now traded at around $29.380000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 9 shares as of 2021-06-30.

Added: Financial Select Sector SPDR (XLF)

LFA - Lugano Financial Advisors SA added to a holding in Financial Select Sector SPDR by 22.47%. The purchase prices were between $33.92 and $38.32, with an estimated average price of $36.41. The stock is now traded at around $36.585000. The impact to a portfolio due to this purchase was 0.23%. The holding were 48,855 shares as of 2021-06-30.

Added: Microsoft Corp (MSFT)

LFA - Lugano Financial Advisors SA added to a holding in Microsoft Corp by 22.99%. The purchase prices were between $235.77 and $271.4, with an estimated average price of $253.66. The stock is now traded at around $285.420000. The impact to a portfolio due to this purchase was 0.2%. The holding were 5,831 shares as of 2021-06-30.

Added: Vanguard FTSE Europe ETF (VGK)

LFA - Lugano Financial Advisors SA added to a holding in Vanguard FTSE Europe ETF by 64.19%. The purchase prices were between $62.31 and $69.59, with an estimated average price of $66.78. The stock is now traded at around $67.800000. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,016 shares as of 2021-06-30.

Sold Out: ARK Innovation ETF (ARKK)

LFA - Lugano Financial Advisors SA sold out a holding in ARK Innovation ETF. The sale prices were between $99.48 and $130.88, with an estimated average price of $116.61.

Sold Out: JPMorgan Diversified Return Emerging Markets Equit (JPEM)

LFA - Lugano Financial Advisors SA sold out a holding in JPMorgan Diversified Return Emerging Markets Equit. The sale prices were between $55.71 and $60.51, with an estimated average price of $58.11.



Here is the complete portfolio of LFA - Lugano Financial Advisors SA. Also check out:

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3. LFA - Lugano Financial Advisors SA's High Yield stocks
4. Stocks that LFA - Lugano Financial Advisors SA keeps buying
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