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
76
$1.6M 0.18%
15,291
-1,013
77
$1.54M 0.18%
7,377
+802
78
$1.53M 0.18%
+63,283
79
$1.41M 0.16%
25,841
+5,101
80
$1.41M 0.16%
23,554
-1,223
81
$1.4M 0.16%
14,798
+3,396
82
$1.39M 0.16%
61,685
-4,985
83
$1.38M 0.16%
16,898
+3,624
84
$1.37M 0.16%
24,650
+2,627
85
$1.37M 0.16%
8,743
-1,138
86
$1.36M 0.16%
+21,400
87
$1.35M 0.16%
26,875
-89
88
$1.34M 0.15%
12,280
+704
89
$1.22M 0.14%
+5,027
90
$1.18M 0.14%
5,674
+720
91
$1.15M 0.13%
17,880
+4,757
92
$1.14M 0.13%
25,939
+1,773
93
$1.13M 0.13%
4,542
+50
94
$1.1M 0.13%
6,687
-1,282
95
$1.1M 0.13%
44,074
+30,004
96
$1.09M 0.13%
18,188
+664
97
$1.09M 0.12%
45,695
+695
98
$1.06M 0.12%
24,649
-2,144
99
$1.02M 0.12%
37,041
+26,693
100
$1.02M 0.12%
10,423
+27
2 3
4
5 6