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
151
$746K 0.07%
29,360
-440
152
$745K 0.07%
18,924
+1,288
153
$745K 0.07%
8,867
+231
154
$742K 0.07%
16,896
+2,320
155
$738K 0.07%
2,430
-40
156
$726K 0.07%
21,910
+1,776
157
$723K 0.07%
10,420
-4,439
158
$716K 0.07%
8,017
+300
159
$714K 0.07%
12,450
-196,203
160
$712K 0.07%
11,428
+129
161
$709K 0.07%
18,617
+1,802
162
$706K 0.07%
6,148
+736
163
$704K 0.07%
+8,480
164
$699K 0.07%
4,383
-156
165
$695K 0.07%
24,532
+4,223
166
$687K 0.07%
6,327
+3,846
167
$685K 0.07%
51,890
+9,424
168
$678K 0.07%
19,835
-2,919
169
$675K 0.07%
20,335
-1,100
170
$675K 0.07%
131,864
+60,440
171
$671K 0.07%
19,611
+1,395
172
$657K 0.06%
213
-62
173
$651K 0.06%
9,863
+2,546
174
$645K 0.06%
2,467
+847
175
$644K 0.06%
2,847
+554
5 6
7
8 9