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
101
$1.17M 0.12%
25,921
+58
102
$1.13M 0.11%
32,610
+5,235
103
$1.13M 0.11%
16,532
-23
104
$1.12M 0.11%
39,033
+11,763
105
$1.1M 0.11%
8,702
+4,321
106
$1.09M 0.11%
15,887
+3,520
107
$1.09M 0.11%
16,607
+5,888
108
$1.09M 0.11%
60,917
+40,208
109
$1.08M 0.11%
+40,910
110
$1.07M 0.11%
13,312
+1,940
111
$1.06M 0.1%
36,415
+6,681
112
$1.05M 0.1%
18,486
+3,271
113
$1.05M 0.1%
59,332
+4,671
114
$1.04M 0.1%
43,811
+13,234
115
$1.02M 0.1%
27,542
+2,475
116
$1.02M 0.1%
50,220
-3,030
117
$1.01M 0.1%
44,479
+3,511
118
$1.01M 0.1%
75,157
+6,326
119
$1.01M 0.1%
33,386
+5,121
120
$989K 0.1%
11,056
+194
121
$977K 0.1%
15,256
+609
122
$975K 0.1%
5,009
+172
123
$947K 0.09%
55,970
+4,051
124
$924K 0.09%
7,046
-16
125
$913K 0.09%
17,551
+2,488
3 4
5
6 7