Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$16.8M
2
+$14.9M
3
+$8.59M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.96M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.9M

Top Sells

1
+$18.5M
2
+$16.3M
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
301
$282K 0.04%
+1
302
$282K 0.04%
+5,604
303
$282K 0.04%
+1,292
304
$280K 0.04%
28,132
+13,922
305
$280K 0.04%
8,184
+954
306
$280K 0.04%
6,298
307
$280K 0.04%
2,434
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308
$279K 0.04%
12,589
+2,754
309
$278K 0.04%
4,811
+1,033
310
$273K 0.04%
12,386
+2,833
311
$273K 0.04%
87,506
+27,766
312
$270K 0.04%
15,097
313
$268K 0.04%
7,061
-2,400
314
$268K 0.04%
+4,076
315
$265K 0.04%
+2,127
316
$263K 0.04%
13,967
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317
$263K 0.04%
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$262K 0.04%
4,056
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319
$261K 0.04%
7,237
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320
$260K 0.04%
3,844
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321
$259K 0.04%
45,998
+16,621
322
$258K 0.04%
1,904
+174
323
$256K 0.04%
16,746
+3,255
324
$250K 0.04%
4,930
+339
325
$249K 0.04%
3,039
+225
11 12
13
14 15