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
176
$489K 0.07%
15,423
+2,185
177
$489K 0.07%
11,106
+1,330
178
$488K 0.07%
+21,369
179
$486K 0.07%
+17,801
180
$480K 0.07%
+21,277
181
$473K 0.06%
1,880
+706
182
$473K 0.06%
+10
183
$471K 0.06%
+10,749
184
$470K 0.06%
10,756
+32
185
$469K 0.06%
+32,139
186
$464K 0.06%
+4,467
187
$463K 0.06%
35,144
188
$462K 0.06%
14,120
189
$458K 0.06%
19,820
+1,466
190
$457K 0.06%
+5,413
191
$457K 0.06%
16,157
+1,318
192
$456K 0.06%
38,642
193
$456K 0.06%
+8,390
194
$456K 0.06%
+38,916
195
$455K 0.06%
4,040
+738
196
$453K 0.06%
4,391
+2
197
$448K 0.06%
14,550
+3,550
198
$436K 0.06%
+3,755
199
$433K 0.06%
+2,657
200
$432K 0.06%
6,392
6 7
8
9 10