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
276
$291K 0.04%
8,506
277
$289K 0.04%
3,385
278
$288K 0.04%
+3,244
279
$288K 0.04%
4,629
-1,646
280
$287K 0.04%
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281
$284K 0.04%
+1,433
282
$282K 0.04%
3,742
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283
$281K 0.04%
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284
$277K 0.04%
8,713
-8,713
285
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17,390
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286
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6,298
287
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+3,090
288
$264K 0.04%
15,097
289
$263K 0.04%
6,575
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290
$262K 0.04%
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-659
291
$257K 0.04%
3,550
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292
$257K 0.04%
40,000
293
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+1,690
294
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295
$253K 0.03%
10,348
-1,566
296
$250K 0.03%
+3,164
297
$246K 0.03%
+1,626
298
$245K 0.03%
+7,155
299
$244K 0.03%
+4,398
300
$244K 0.03%
+2,151
10 11
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