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
126
$718K 0.1%
11,987
+6,269
127
$714K 0.1%
7,511
128
$711K 0.1%
3,732
+92
129
$706K 0.1%
24,769
+8,105
130
$703K 0.1%
+6,412
131
$699K 0.1%
11,574
+23
132
$697K 0.1%
23,343
+4,143
133
$685K 0.09%
+52,708
134
$677K 0.09%
28,226
+12,813
135
$673K 0.09%
15,713
+2,285
136
$671K 0.09%
7,102
+3,433
137
$670K 0.09%
14,321
+465
138
$669K 0.09%
14,444
139
$669K 0.09%
8,122
+942
140
$664K 0.09%
223,201
+10,802
141
$645K 0.09%
6,169
+1,602
142
$641K 0.09%
8,275
+2,111
143
$632K 0.09%
12,264
+856
144
$625K 0.09%
18,420
+2,625
145
$623K 0.09%
3,688
+531
146
$620K 0.08%
25,000
147
$614K 0.08%
17,176
+10,103
148
$608K 0.08%
2,843
-196
149
$598K 0.08%
17,515
+1,774
150
$591K 0.08%
7,025
-2,763
4 5
6
7 8