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
251
$334K 0.05%
+2,022
252
$333K 0.05%
26,384
+22,400
253
$332K 0.05%
7,084
-255
254
$331K 0.05%
+1,421
255
$331K 0.05%
+2,215
256
$327K 0.04%
+4,717
257
$324K 0.04%
7,475
-1,252
258
$322K 0.04%
4,998
+1,673
259
$320K 0.04%
21,249
+9,260
260
$319K 0.04%
+5,752
261
$318K 0.04%
+14,121
262
$317K 0.04%
5,432
+1,470
263
$313K 0.04%
4,497
+752
264
$309K 0.04%
+4,185
265
$306K 0.04%
11,070
+250
266
$305K 0.04%
+3,187
267
$302K 0.04%
18,362
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268
$298K 0.04%
14,845
+2,876
269
$298K 0.04%
2,796
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270
$297K 0.04%
4,145
+50
271
$297K 0.04%
7,235
+25
272
$296K 0.04%
+4,389
273
$295K 0.04%
+7,987
274
$295K 0.04%
+2,860
275
$294K 0.04%
+1,443
9 10
11
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