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
$723M
AUM Growth
-$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$7.54M
3
+$7.52M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.74M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.03M

Top Sells

1
+$11.3M
2
+$6.91M
3
+$5.61M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.78M
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
251
$366K 0.04%
4,759
252
$364K 0.04%
6,819
+761
253
$362K 0.04%
59,710
+3,674
254
$359K 0.04%
3,937
-78
255
$357K 0.04%
31,636
-7,006
256
$355K 0.04%
4,833
-458
257
$354K 0.03%
21,476
+2,324
258
$353K 0.03%
+4,366
259
$353K 0.03%
3,958
-1,807
260
$349K 0.03%
6,354
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261
$345K 0.03%
9,971
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262
$343K 0.03%
9,027
+1,880
263
$340K 0.03%
3,262
+189
264
$339K 0.03%
7,133
-2,259
265
$338K 0.03%
5,640
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266
$332K 0.03%
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267
$323K 0.03%
2,795
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268
$322K 0.03%
3,738
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269
$321K 0.03%
1,985
+192
270
$321K 0.03%
+1,927
271
$320K 0.03%
+3,474
272
$320K 0.03%
26,578
+2,750
273
$319K 0.03%
8,210
+1,790
274
$319K 0.03%
4,012
+286
275
$318K 0.03%
20,556
+2,322
9 10
11
12 13