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

Top Buys

1
+$14.4M
2
+$8.1M
3
+$7.99M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.21M
5
IYW icon
iShares US Technology ETF
IYW
+$5.44M

Top Sells

1
+$13.1M
2
+$6.91M
3
+$5.99M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.08M
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
301
$285K 0.04%
6,799
-1,063
302
$284K 0.04%
1,768
+195
303
$284K 0.04%
27,712
-26,034
304
$284K 0.04%
3,095
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305
$283K 0.04%
+100,000
306
$281K 0.04%
8,347
-159
307
$280K 0.04%
5,276
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308
$280K 0.04%
12,961
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309
$280K 0.04%
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310
$276K 0.04%
4,306
+1,049
311
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312
$274K 0.04%
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313
$273K 0.04%
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314
$272K 0.04%
2,333
-48,137
315
$272K 0.04%
7,390
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316
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319
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36,030
-25,541
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$266K 0.04%
2,787
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321
$260K 0.04%
11,312
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322
$257K 0.04%
4,855
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323
$253K 0.04%
2,745
+415
324
$251K 0.03%
3,886
+590
325
$250K 0.03%
2,192
+168
11 12
13
14 15