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
$723M
AUM Growth
-$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$7.54M
3
+$7.52M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.74M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.03M

Top Sells

1
+$11.3M
2
+$6.91M
3
+$5.61M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.78M
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
351
$222K 0.02%
+1,658
352
$221K 0.02%
+2,640
353
$221K 0.02%
+13,672
354
$221K 0.02%
+2,903
355
$221K 0.02%
+16,814
356
$218K 0.02%
6,036
+450
357
$217K 0.02%
113,023
+12,818
358
$216K 0.02%
2,326
-65
359
$215K 0.02%
6,089
+389
360
$213K 0.02%
+8,549
361
$213K 0.02%
5,950
-100
362
$212K 0.02%
3,420
-551
363
$211K 0.02%
15,119
-91
364
$211K 0.02%
1,406
365
$210K 0.02%
+10,288
366
$210K 0.02%
32,985
367
$209K 0.02%
15,860
368
$209K 0.02%
+846
369
$209K 0.02%
+1,860
370
$208K 0.02%
37,700
+4,518
371
$206K 0.02%
+4,004
372
$205K 0.02%
3,034
-86
373
$205K 0.02%
5,872
+373
374
$205K 0.02%
5,068
+866
375
$204K 0.02%
2,342
+261
13 14
15
16 17