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
326
$248K 0.03%
7,987
-88
327
$247K 0.03%
4,158
-143
328
$246K 0.03%
+5,873
329
$246K 0.03%
6,298
330
$243K 0.03%
5,180
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331
$243K 0.03%
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332
$243K 0.03%
+16,342
333
$241K 0.03%
3,090
334
$240K 0.03%
7,061
335
$239K 0.03%
1,025
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336
$239K 0.03%
2,952
337
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338
$238K 0.03%
3,192
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339
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11,530
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340
$236K 0.03%
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341
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7,150
342
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344
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345
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1,391
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346
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347
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1,525
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348
$228K 0.03%
5,278
-192
349
$224K 0.03%
+13,198
350
$223K 0.03%
1,692
-119
12 13
14
15 16