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
126
$829K 0.1%
7,205
+793
127
$811K 0.09%
3,969
+237
128
$810K 0.09%
10,837
+1,489
129
$793K 0.09%
2,707
+5
130
$792K 0.09%
20,335
-140
131
$791K 0.09%
5,132
+915
132
$789K 0.09%
9,512
+1,390
133
$785K 0.09%
25,909
+2,566
134
$783K 0.09%
29,485
+1,259
135
$751K 0.09%
7,070
+901
136
$745K 0.09%
8,953
+1,953
137
$733K 0.08%
2,988
+145
138
$732K 0.08%
42,466
+18,568
139
$728K 0.08%
26,701
-3,027
140
$727K 0.08%
+17,058
141
$727K 0.08%
346,388
+123,187
142
$724K 0.08%
11,589
+15
143
$719K 0.08%
16,745
+1,032
144
$716K 0.08%
14,675
-3,656
145
$715K 0.08%
11,736
-251
146
$700K 0.08%
8,860
+585
147
$691K 0.08%
57,271
+18,606
148
$686K 0.08%
7,531
+506
149
$684K 0.08%
7,860
+1,501
150
$671K 0.08%
14,444
4 5
6
7 8