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
51
$2.79M 0.28%
83,856
-1,020
52
$2.78M 0.27%
60,315
+1,772
53
$2.6M 0.26%
156,234
+488
54
$2.58M 0.26%
10,265
+3,406
55
$2.5M 0.25%
38,785
+6,608
56
$2.46M 0.24%
26,668
+2,060
57
$2.44M 0.24%
71,120
-190
58
$2.43M 0.24%
58,676
-10,925
59
$2.34M 0.23%
21,626
+2,401
60
$2.31M 0.23%
10,061
+4,794
61
$2.31M 0.23%
7,166
+1,362
62
$2.25M 0.22%
44,876
+29,649
63
$2.25M 0.22%
111,493
64
$2.25M 0.22%
24,432
+3,152
65
$2.17M 0.21%
93,899
+152
66
$2.17M 0.21%
31,760
+507
67
$2.05M 0.2%
43,912
+146
68
$2.03M 0.2%
18,334
+1,022
69
$2M 0.2%
29,433
+23,900
70
$1.97M 0.19%
+39,243
71
$1.91M 0.19%
30,000
+4,000
72
$1.89M 0.19%
33,637
+6,289
73
$1.86M 0.18%
57,153
-11,776
74
$1.85M 0.18%
36,823
+5,698
75
$1.82M 0.18%
10,228
+3,243
1 2
3
4 5