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
26
$5.86M 0.58%
247,972
+123,589
27
$5.56M 0.55%
56,769
+51,353
28
$5.28M 0.52%
53,940
+1,026
29
$5.06M 0.5%
32,831
+8,598
30
$5.02M 0.5%
+125,668
31
$4.93M 0.49%
38,639
+9,345
32
$4.62M 0.46%
295,646
+6,611
33
$4.61M 0.46%
34,431
-1,487
34
$4.5M 0.44%
22,024
+1,770
35
$4.46M 0.44%
45,653
-739
36
$4.43M 0.44%
30,130
-3,002
37
$4.26M 0.42%
33,034
+2,214
38
$3.84M 0.38%
171,431
+53,656
39
$3.43M 0.34%
98,414
+21,414
40
$3.4M 0.34%
72,491
+1,178
41
$3.38M 0.33%
119,147
+38,636
42
$3.25M 0.32%
74,910
+5,450
43
$3.2M 0.32%
66,988
+9,416
44
$3.18M 0.31%
61,400
+5,020
45
$3.04M 0.3%
23,063
+1,568
46
$3.02M 0.3%
43,742
+6,032
47
$3.01M 0.3%
122,346
+6,022
48
$2.94M 0.29%
117,976
+38,474
49
$2.92M 0.29%
74,888
-26,003
50
$2.82M 0.28%
11,531
-61
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2
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