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
26
$5.57M 0.64%
34,300
-709
27
$5.37M 0.62%
32,765
+2,053
28
$4.84M 0.56%
46,667
+43,807
29
$4.24M 0.49%
13,776
-822
30
$4.23M 0.49%
199,138
+70,656
31
$4.08M 0.47%
130,849
+15,698
32
$3.91M 0.45%
78,820
+61,892
33
$3.54M 0.41%
20,609
+5,152
34
$3.47M 0.4%
24,705
+1,706
35
$3.38M 0.39%
68,042
+16,094
36
$3.21M 0.37%
26,498
+2,386
37
$3.2M 0.37%
163,293
-7,412
38
$3.16M 0.36%
56,720
+1,120
39
$3.08M 0.35%
54,884
+16,124
40
$2.86M 0.33%
35,306
+8,162
41
$2.75M 0.32%
49,639
+786
42
$2.69M 0.31%
25,774
-3,117
43
$2.66M 0.31%
61,903
+7,034
44
$2.52M 0.29%
+75,474
45
$2.47M 0.28%
55,636
-28,795
46
$2.46M 0.28%
16,216
-466
47
$2.46M 0.28%
+15,793
48
$2.42M 0.28%
96,378
+62,720
49
$2.39M 0.27%
93,747
-730,015
50
$2.33M 0.27%
393,600
+51,280
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