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
101
$1.02M 0.12%
27,013
-740
102
$1.01M 0.12%
8,530
+414
103
$998K 0.11%
921
104
$986K 0.11%
25,336
+336
105
$985K 0.11%
10,083
+2,572
106
$979K 0.11%
35,852
+2,375
107
$968K 0.11%
5,249
-71
108
$963K 0.11%
45,714
+6,851
109
$953K 0.11%
38,379
+3,483
110
$945K 0.11%
9,279
-470
111
$942K 0.11%
33,120
+8,351
112
$936K 0.11%
51,211
+4,641
113
$915K 0.11%
13,676
+8,284
114
$914K 0.11%
9,869
-1,548
115
$913K 0.11%
1,831
+93
116
$906K 0.1%
17,292
+313
117
$900K 0.1%
+29,729
118
$889K 0.1%
2,506
+76
119
$884K 0.1%
60,660
-16,090
120
$873K 0.1%
6,502
+452
121
$870K 0.1%
20,856
-60
122
$846K 0.1%
34,880
-15,690
123
$838K 0.1%
48,480
+9,700
124
$835K 0.1%
4,555
+867
125
$831K 0.1%
22,770
+4,350
3 4
5
6 7