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
351
$200K 0.03%
+8,376
352
$197K 0.03%
11,060
353
$195K 0.03%
+5,530
354
$190K 0.03%
19,528
355
$186K 0.03%
11,215
356
$184K 0.03%
15,222
357
$182K 0.02%
+11,813
358
$178K 0.02%
10,829
-283
359
$176K 0.02%
+16,961
360
$171K 0.02%
+10,351
361
$169K 0.02%
29,377
+16,310
362
$168K 0.02%
15,939
+600
363
$163K 0.02%
12,405
364
$152K 0.02%
100,000
365
$149K 0.02%
+11,451
366
$148K 0.02%
+30,000
367
$142K 0.02%
16,155
368
$142K 0.02%
+59,740
369
$140K 0.02%
13,517
+7,599
370
$135K 0.02%
+14,210
371
$135K 0.02%
+5,310
372
$130K 0.02%
10,000
373
$126K 0.02%
17,028
374
$90K 0.01%
+14,903
375
$79K 0.01%
+600
13 14
15
16 17