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

Top Buys

1
+$14M
2
+$7.54M
3
+$7.52M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.74M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.03M

Top Sells

1
+$11.3M
2
+$6.91M
3
+$5.61M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.78M
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 0.03%
6,799
-1,063
302
$284K 0.03%
1,768
+195
303
$284K 0.03%
27,712
-26,034
304
$284K 0.03%
3,095
-687
305
$283K 0.03%
+100,000
306
$281K 0.03%
8,347
-159
307
$280K 0.03%
5,276
-70
308
$280K 0.03%
12,961
+1,568
309
$280K 0.03%
5,144
-40
310
$276K 0.03%
4,306
+1,049
311
$275K 0.03%
+2,188
312
$274K 0.03%
+1,447
313
$273K 0.03%
+3,062
314
$272K 0.03%
2,333
-48,137
315
$272K 0.03%
7,390
-4,968
316
$271K 0.03%
+5,416
317
$270K 0.03%
4,570
+263
318
$269K 0.03%
+9,924
319
$266K 0.03%
36,030
-25,541
320
$266K 0.03%
2,787
+385
321
$260K 0.03%
11,312
+1,852
322
$257K 0.03%
4,855
+655
323
$253K 0.03%
2,745
+415
324
$251K 0.02%
3,886
+590
325
$250K 0.02%
2,192
+168
11 12
13
14 15