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
101
$941K 0.13%
1,738
+293
102
$907K 0.12%
5,320
+2,418
103
$886K 0.12%
+13,145
104
$885K 0.12%
16,979
+9,184
105
$878K 0.12%
34,896
+6,541
106
$869K 0.12%
+10,602
107
$862K 0.12%
46,570
+8,727
108
$854K 0.12%
20,916
+1,968
109
$845K 0.12%
33,658
+14,275
110
$841K 0.12%
16,928
+7,217
111
$840K 0.11%
2,702
-18
112
$830K 0.11%
2,430
-52
113
$825K 0.11%
10,099
+6
114
$823K 0.11%
6,050
+1,245
115
$816K 0.11%
13,123
-754
116
$813K 0.11%
29,728
+19,167
117
$787K 0.11%
38,780
+15,450
118
$772K 0.11%
4,775
+1,626
119
$768K 0.11%
20,475
+2,540
120
$767K 0.1%
4,184
+1,909
121
$753K 0.1%
12,959
+6,232
122
$747K 0.1%
9,348
+3,393
123
$727K 0.1%
33,477
+12,052
124
$724K 0.1%
38,863
+18,475
125
$720K 0.1%
13,000
3 4
5
6 7