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
126
$912K 0.09%
5,432
-493
127
$907K 0.09%
5,887
+204
128
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129
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130
$855K 0.08%
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131
$832K 0.08%
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132
$830K 0.08%
16,638
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134
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135
$816K 0.08%
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136
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137
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138
$805K 0.08%
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139
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140
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145
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146
$773K 0.08%
29,728
147
$758K 0.07%
8,539
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148
$757K 0.07%
2,657
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149
$755K 0.07%
26,284
+3,158
150
$754K 0.07%
9,674
-127
4 5
6
7 8