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
301
$241K 0.03%
+3,778
302
$241K 0.03%
+2,092
303
$240K 0.03%
+9,835
304
$239K 0.03%
+2,912
305
$238K 0.03%
+1,375
306
$238K 0.03%
+13,491
307
$236K 0.03%
+941
308
$235K 0.03%
2,934
-463
309
$234K 0.03%
+3,585
310
$234K 0.03%
+3,302
311
$234K 0.03%
2,370
312
$234K 0.03%
+2,126
313
$232K 0.03%
5,366
+265
314
$232K 0.03%
+2,814
315
$231K 0.03%
+4,425
316
$229K 0.03%
+6,604
317
$229K 0.03%
+5,894
318
$228K 0.03%
2,134
-82
319
$226K 0.03%
+4,210
320
$226K 0.03%
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321
$225K 0.03%
5,313
322
$223K 0.03%
+1,730
323
$222K 0.03%
+5,611
324
$220K 0.03%
19,870
+1,894
325
$220K 0.03%
15,210
-1,009
11 12
13
14 15