Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
-$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$8.1M
3
+$7.99M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.21M
5
IYW icon
iShares US Technology ETF
IYW
+$5.44M

Top Sells

1
+$13.1M
2
+$6.91M
3
+$5.99M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.08M
5
LUMN icon
Lumen
LUMN
+$3.06M

Sector Composition

1 Technology 7.23%
2 Communication Services 4.98%
3 Financials 4.9%
4 Healthcare 3.82%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$442K 0.06%
3,640
+1,223
227
$442K 0.06%
5,955
+36
228
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4,905
+1,558
229
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231
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232
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3,159
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233
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234
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4,380
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235
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3,172
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236
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7,384
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237
$414K 0.06%
+5,620
238
$412K 0.06%
3,007
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239
$412K 0.06%
21,277
240
$412K 0.06%
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241
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242
$395K 0.05%
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243
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8,090
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244
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10,630
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245
$381K 0.05%
12,967
246
$381K 0.05%
3,781
247
$377K 0.05%
4,941
248
$372K 0.05%
7,165
+1,105
249
$371K 0.05%
2,860
-6
250
$371K 0.05%
30,144
-5,000
8 9
10
11 12