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
376
$205K 0.02%
+2,965
377
$203K 0.02%
+2,130
378
$202K 0.02%
11,060
379
$202K 0.02%
+7,054
380
$202K 0.02%
+2,769
381
$201K 0.02%
1,441
+103
382
$201K 0.02%
3,186
-1,024
383
$201K 0.02%
+2,408
384
$180K 0.02%
31,461
+16,558
385
$180K 0.02%
+17,000
386
$172K 0.02%
19,528
387
$170K 0.02%
4,140
-857
388
$168K 0.02%
16,155
389
$167K 0.02%
16,039
+100
390
$164K 0.02%
12,405
391
$130K 0.01%
5,421
+111
392
$121K 0.01%
13,671
-3,357
393
$91K 0.01%
+12,000
394
$83K 0.01%
266
395
$78K 0.01%
27,154
396
$58K 0.01%
3,530
397
$24K ﹤0.01%
+10,000
398
$1K ﹤0.01%
10,000
399
– –
-5,611
400
– –
-3,036
14 15
16
17 18