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
76
$1.25M 0.17%
+425
77
$1.24M 0.17%
6,575
+1,105
78
$1.2M 0.16%
52,333
+8,610
79
$1.19M 0.16%
50,570
+39,840
80
$1.19M 0.16%
26,793
+3,397
81
$1.18M 0.16%
22,023
+11,969
82
$1.15M 0.16%
17,524
+1,892
83
$1.11M 0.15%
20,740
+2,978
84
$1.1M 0.15%
24,166
+84
85
$1.09M 0.15%
4,492
-1,882
86
$1.08M 0.15%
921
87
$1.06M 0.15%
18,331
+6,375
88
$1.04M 0.14%
27,753
-1,058
89
$1.04M 0.14%
11,417
+586
90
$1.03M 0.14%
31,177
+3,967
91
$1.02M 0.14%
4,954
+501
92
$1.02M 0.14%
8,116
+3,954
93
$1.01M 0.14%
25,000
+15,000
94
$1.01M 0.14%
3,801
-8,894
95
$1M 0.14%
13,274
+1,274
96
$991K 0.14%
11,402
+1,530
97
$969K 0.13%
10,396
+228
98
$969K 0.13%
9,749
-14,022
99
$956K 0.13%
+76,750
100
$951K 0.13%
45,000
+25,000
2 3
4
5 6