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
276
$318K 0.04%
+7,014
277
$315K 0.04%
+7,330
278
$314K 0.04%
8,506
279
$313K 0.04%
8,074
+919
280
$312K 0.04%
3,090
281
$311K 0.04%
2,329
+369
282
$309K 0.04%
6,125
-8,196
283
$309K 0.04%
2,148
+598
284
$308K 0.04%
2,062
+436
285
$304K 0.04%
2,794
-619
286
$302K 0.03%
+1,626
287
$301K 0.03%
+5,826
288
$299K 0.03%
+4,010
289
$299K 0.03%
4,498
+1,074
290
$299K 0.03%
+8,686
291
$298K 0.03%
3,665
-77
292
$297K 0.03%
26,882
+7,012
293
$296K 0.03%
14,845
294
$296K 0.03%
+4,085
295
$295K 0.03%
+5,274
296
$292K 0.03%
+2,637
297
$291K 0.03%
3,306
+62
298
$289K 0.03%
+7,134
299
$289K 0.03%
3,406
+21
300
$284K 0.03%
8,390
+1,786
10 11
12
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