Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$14.4M
2
+$8.1M
3
+$7.99M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.21M
5
IYW icon
iShares US Technology ETF
IYW
+$5.44M

Top Sells

1
+$13.1M
2
+$6.91M
3
+$5.99M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.08M
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 0.1%
29,360
-440
152
$745K 0.1%
18,924
+1,288
153
$745K 0.1%
8,867
+231
154
$742K 0.1%
16,896
+2,320
155
$738K 0.1%
2,430
-40
156
$726K 0.1%
21,910
+1,776
157
$723K 0.1%
10,420
-4,439
158
$716K 0.1%
8,017
+300
159
$714K 0.1%
24,900
-392,406
160
$712K 0.1%
11,428
+129
161
$709K 0.1%
18,617
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162
$706K 0.1%
6,148
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163
$704K 0.1%
+8,480
164
$699K 0.1%
4,383
-156
165
$695K 0.1%
24,532
+4,223
166
$687K 0.1%
6,327
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167
$685K 0.09%
51,890
+9,424
168
$678K 0.09%
19,835
-2,919
169
$675K 0.09%
20,335
-1,100
170
$675K 0.09%
131,864
+60,440
171
$671K 0.09%
19,611
+1,395
172
$657K 0.09%
213
-62
173
$651K 0.09%
9,863
+2,546
174
$645K 0.09%
2,467
+847
175
$644K 0.09%
2,847
+554
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