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
376
$204K 0.02%
+4,312
377
$200K 0.02%
+1,465
378
$198K 0.02%
18,200
-59,260
379
$194K 0.02%
14,116
+149
380
$194K 0.02%
25,000
381
$190K 0.02%
26,240
-73,975
382
$187K 0.02%
18,934
-1,674
383
$186K 0.02%
11,060
384
$180K 0.02%
16,671
385
$167K 0.02%
10,135
+1,540
386
$165K 0.02%
10,649
-4,241
387
$162K 0.02%
16,155
388
$161K 0.02%
19,528
389
$160K 0.02%
32,261
390
$150K 0.01%
12,039
-366
391
$149K 0.01%
16,039
392
$147K 0.01%
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393
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-2,339
394
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17,200
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395
$133K 0.01%
5,421
396
$129K 0.01%
16,970
-3,140
397
$107K 0.01%
100,000
398
$103K 0.01%
3,667
399
$86K 0.01%
50,000
400
$64K 0.01%
27,154
14 15
16
17 18