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
$660M
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$15.2M
3
+$8.7M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.91M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.55M

Top Sells

1
+$18.6M
2
+$18.5M
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
326
$249K 0.03%
14,270
+3,441
327
$247K 0.03%
+1,953
328
$247K 0.03%
+10,997
329
$246K 0.03%
+5,850
330
$245K 0.03%
2,872
-62
331
$245K 0.03%
4,805
+895
332
$245K 0.03%
+1,868
333
$245K 0.03%
100,000
334
$244K 0.03%
14,890
-2,500
335
$243K 0.03%
120
+18
336
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+2,836
337
$239K 0.03%
4,132
-266
338
$237K 0.03%
+11,097
339
$237K 0.03%
+2,944
340
$237K 0.03%
+9,638
341
$236K 0.03%
4,697
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342
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343
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5,404
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345
$231K 0.03%
1,714
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346
$229K 0.03%
22,782
+9,265
347
$228K 0.03%
2,370
348
$228K 0.03%
8,063
+2,533
349
$228K 0.03%
3,011
+341
350
$227K 0.03%
956
+18
12 13
14
15 16