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
401
$50K ﹤0.01%
266
402
$47K ﹤0.01%
+26,800
403
$25K ﹤0.01%
9,140
404
– –
0
405
– –
-5,733
406
– –
-26,070
407
– –
-12,494
408
– –
-1,271
409
– –
-4,694
410
– –
-1,911
411
– –
-10,617
412
– –
-10,835
413
– –
-16,360
414
– –
-7,263
415
– –
-16,450
416
– –
-8,001
417
– –
0
418
– –
-5,295
419
– –
-2,406
420
– –
-5,066
421
– –
-5,313
422
– –
-2,396
423
– –
-11,969
424
– –
-3,071
425
– –
-1,676
15 16
17
18 19