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
$578M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$12.9M
3
+$6.64M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.78M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$4.76M

Top Sells

1
+$137M
2
+$14.1M
3
+$4.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.21M

Sector Composition

1 Technology 8.72%
2 Communication Services 5.51%
3 Financials 5.17%
4 Healthcare 3.39%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.1M 0.7%
14,598
+606
27
$4.84M 0.66%
66,940
+28,800
28
$4.76M 0.65%
+39,547
29
$4.71M 0.64%
86,636
+7,757
30
$4.66M 0.64%
30,712
+11,658
31
$4.58M 0.63%
125,611
+14,208
32
$3.76M 0.51%
84,431
-27,803
33
$3.65M 0.5%
115,151
+38,410
34
$3.27M 0.45%
170,705
-9,478
35
$3.18M 0.43%
28,891
+5,561
36
$3.12M 0.43%
22,999
+2,866
37
$3.09M 0.42%
24,112
+7,523
38
$2.87M 0.39%
55,600
+38,040
39
$2.71M 0.37%
51,948
+19,764
40
$2.56M 0.35%
48,853
+2,893
41
$2.48M 0.34%
15,457
+3,523
42
$2.45M 0.34%
16,682
+401
43
$2.4M 0.33%
128,482
+38,013
44
$2.35M 0.32%
54,869
+21,009
45
$2.26M 0.31%
67,558
-8,101
46
$2.19M 0.3%
29,410
+3,834
47
$2.16M 0.3%
22,834
+4,735
48
$2.12M 0.29%
38,760
+2,020
49
$2.12M 0.29%
45,048
-713
50
$2.1M 0.29%
27,144
+1,812
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