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
351
$226K 0.03%
+10,728
352
$225K 0.03%
5,499
+133
353
$225K 0.03%
1,324
-1,333
354
$224K 0.03%
15,950
355
$224K 0.03%
+7,150
356
$224K 0.03%
+1,563
357
$223K 0.03%
+1,693
358
$223K 0.03%
5,700
-875
359
$221K 0.03%
5,313
360
$221K 0.03%
15,210
361
$221K 0.03%
32,985
362
$220K 0.03%
4,319
-106
363
$219K 0.03%
+6,250
364
$219K 0.03%
2,159
-1,667
365
$218K 0.03%
3,945
-76
366
$218K 0.03%
+2,172
367
$217K 0.03%
+1,751
368
$217K 0.03%
17,222
+2,000
369
$217K 0.03%
+4,541
370
$215K 0.02%
3,401
+172
371
$214K 0.02%
+883
372
$214K 0.02%
11,965
+750
373
$212K 0.02%
20,608
374
$209K 0.02%
2,274
+18
375
$207K 0.02%
+3,508
13 14
15
16 17