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
$660M
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$15.2M
3
+$8.7M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.91M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.55M

Top Sells

1
+$18.6M
2
+$18.5M
3
+$16.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.71M
5
PWV icon
Invesco Large Cap Value ETF
PWV
+$4.58M

Sector Composition

1 Technology 8.58%
2 Communication Services 5.86%
3 Financials 4.71%
4 Healthcare 3.34%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$431K 0.05%
24,159
+1,684
227
$431K 0.05%
13,470
+955
228
$429K 0.05%
53,972
+9,316
229
$428K 0.05%
7,940
+356
230
$420K 0.05%
9,198
+464
231
$416K 0.05%
1,888
+8
232
$410K 0.05%
3,713
233
$408K 0.05%
14,316
-3,300
234
$402K 0.05%
17,124
+2,974
235
$401K 0.05%
7,152
+403
236
$399K 0.05%
17,018
+2,897
237
$397K 0.05%
5,595
+1,098
238
$396K 0.05%
10,571
-134
239
$395K 0.05%
+12,431
240
$390K 0.04%
4,911
+479
241
$388K 0.04%
2,778
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242
$387K 0.04%
2,715
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243
$382K 0.04%
5,550
-1,389
244
$380K 0.04%
2,051
-2,133
245
$380K 0.04%
5,366
-26
246
$380K 0.04%
19,427
+1,750
247
$377K 0.04%
+8,937
248
$373K 0.04%
1,091
+150
249
$371K 0.04%
7,862
-387
250
$371K 0.04%
3,381
+585
8 9
10
11 12