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
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405
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406
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407
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408
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0
409
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410
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411
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412
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413
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414
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415
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416
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417
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418
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419
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420
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422
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423
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424
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425
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15 16
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