Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$12.9M
3
+$6.64M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.78M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$4.76M

Top Sells

1
+$137M
2
+$14.1M
3
+$4.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.21M

Sector Composition

1 Technology 8.72%
2 Communication Services 5.51%
3 Financials 5.17%
4 Healthcare 3.39%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$390K 0.05%
+7,584
227
$389K 0.05%
5,860
+737
228
$387K 0.05%
12,691
229
$386K 0.05%
3,826
+287
230
$382K 0.05%
2,584
+1,067
231
$380K 0.05%
+5,047
232
$378K 0.05%
5,226
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233
$374K 0.05%
6,749
-216
234
$371K 0.05%
1,548
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235
$371K 0.05%
3,413
-20,335
236
$370K 0.05%
+10,000
237
$363K 0.05%
+5,392
238
$360K 0.05%
+7,549
239
$358K 0.05%
8,788
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240
$358K 0.05%
+8,596
241
$356K 0.05%
+2,218
242
$354K 0.05%
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243
$350K 0.05%
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244
$349K 0.05%
9,461
+1,900
245
$342K 0.05%
1,588
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246
$339K 0.05%
23,898
247
$339K 0.05%
17,677
+3,237
248
$338K 0.05%
100,000
249
$336K 0.05%
+3,213
250
$336K 0.05%
+14,150
8 9
10
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