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
326
$219K 0.03%
+3,036
327
$218K 0.03%
15,950
+90
328
$218K 0.03%
+7,230
329
$217K 0.03%
4,180
-1,154
330
$216K 0.03%
2,256
-640
331
$216K 0.03%
32,985
332
$215K 0.03%
+14,445
333
$214K 0.03%
5,374
+29
334
$214K 0.03%
+1,397
335
$212K 0.03%
+102
336
$212K 0.03%
+3,424
337
$212K 0.03%
+3,229
338
$212K 0.03%
+9,553
339
$212K 0.03%
+2,131
340
$211K 0.03%
20,608
341
$210K 0.03%
+3,910
342
$209K 0.03%
1,550
-410
343
$208K 0.03%
4,997
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344
$208K 0.03%
+2,670
345
$207K 0.03%
1,338
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346
$207K 0.03%
+2,306
347
$206K 0.03%
+938
348
$206K 0.03%
+3,540
349
$204K 0.03%
1,485
-621
350
$203K 0.03%
+3,126
12 13
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