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
151
$669K 0.08%
18,885
+1,709
152
$646K 0.07%
4,053
+2,568
153
$638K 0.07%
8,170
+1,481
154
$637K 0.07%
23,171
+3,424
155
$633K 0.07%
4,648
+893
156
$632K 0.07%
13,649
+609
157
$622K 0.07%
4,496
+777
158
$606K 0.07%
13,469
+2,290
159
$605K 0.07%
11,408
-856
160
$605K 0.07%
3,515
+84
161
$595K 0.07%
86,036
+46,036
162
$573K 0.07%
7,284
+4,120
163
$573K 0.07%
10,210
-2,749
164
$567K 0.07%
11,448
+2,204
165
$566K 0.07%
3,395
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166
$565K 0.07%
52,708
167
$564K 0.06%
9,002
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168
$559K 0.06%
24,465
+1,140
169
$558K 0.06%
13,508
+2,402
170
$557K 0.06%
7,325
+2,608
171
$553K 0.06%
12,740
-200
172
$552K 0.06%
7,487
+1,114
173
$550K 0.06%
19,288
+3,131
174
$547K 0.06%
19,065
+3,642
175
$546K 0.06%
47,040
+8,124
5 6
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