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
76
$1.8M 0.18%
21,355
+14,008
77
$1.77M 0.17%
81,945
+26,311
78
$1.71M 0.17%
13,020
-3,193
79
$1.68M 0.17%
149,181
+64,390
80
$1.66M 0.16%
17,414
+981
81
$1.63M 0.16%
7,293
+839
82
$1.61M 0.16%
11,619
-10
83
$1.59M 0.16%
+5,932
84
$1.54M 0.15%
13,869
+880
85
$1.52M 0.15%
20,656
+8,345
86
$1.51M 0.15%
13,845
-418
87
$1.5M 0.15%
33,254
+5,930
88
$1.44M 0.14%
8,366
-2,216
89
$1.41M 0.14%
23,554
90
$1.39M 0.14%
20,066
-812
91
$1.36M 0.13%
8,518
+1,849
92
$1.35M 0.13%
30,992
+9,736
93
$1.28M 0.13%
30,731
-6,042
94
$1.25M 0.12%
15,808
+7,869
95
$1.24M 0.12%
6,107
-1,136
96
$1.24M 0.12%
18,842
+2,154
97
$1.22M 0.12%
13,402
+4,123
98
$1.22M 0.12%
1,175
+4
99
$1.2M 0.12%
44,850
-6,150
100
$1.18M 0.12%
9,748
+1,885
2 3
4
5 6