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
51
$2.33M 0.27%
880
+455
52
$2.32M 0.27%
17,541
+5,050
53
$2.31M 0.27%
27,925
-1,485
54
$2.27M 0.26%
+70,342
55
$2.25M 0.26%
80,015
+10,926
56
$2.23M 0.26%
91,074
+38,741
57
$2.22M 0.26%
63,156
-4,402
58
$2.17M 0.25%
23,371
+537
59
$2.13M 0.24%
111,493
-1,362
60
$2.07M 0.24%
43,766
-1,282
61
$2.05M 0.24%
10,531
-2,361
62
$2.04M 0.23%
59,372
+2,821
63
$1.99M 0.23%
5,927
+1,110
64
$1.85M 0.21%
17,219
+1,135
65
$1.85M 0.21%
47,380
+4,290
66
$1.85M 0.21%
9,468
+571
67
$1.82M 0.21%
21,761
+2,963
68
$1.77M 0.2%
6,468
+2,667
69
$1.74M 0.2%
50,874
+19,697
70
$1.74M 0.2%
22,307
+367
71
$1.71M 0.2%
70,469
+17,441
72
$1.67M 0.19%
49,533
+4,289
73
$1.65M 0.19%
13,015
+1,203
74
$1.64M 0.19%
8,765
+302
75
$1.61M 0.18%
11,349
+80
1 2
3
4 5