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
151
$586K 0.08%
4,217
+890
152
$582K 0.08%
3,719
+292
153
$582K 0.08%
13,040
+1,861
154
$571K 0.08%
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155
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+3,245
156
$566K 0.08%
3,364
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157
$561K 0.08%
11,114
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158
$552K 0.08%
6,359
+903
159
$550K 0.08%
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160
$550K 0.08%
19,747
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161
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20,000
-306
162
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163
$531K 0.07%
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164
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+7,000
165
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4,384
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166
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167
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168
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17,616
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169
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170
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171
$507K 0.07%
6,939
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172
$506K 0.07%
9,244
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173
$503K 0.07%
7,683
+2,836
174
$493K 0.07%
+4,585
175
$489K 0.07%
38,665
+16,912
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