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
176
$543K 0.06%
16,561
-954
177
$538K 0.06%
5,116
+2,990
178
$537K 0.06%
4,895
+885
179
$530K 0.06%
9,333
+4,704
180
$526K 0.06%
6,653
+9
181
$523K 0.06%
1,928
+201
182
$521K 0.06%
3,843
+1,146
183
$521K 0.06%
6,139
+726
184
$520K 0.06%
4,289
-95
185
$518K 0.06%
3,005
+983
186
$514K 0.06%
35,305
+3,166
187
$513K 0.06%
12,527
+1,778
188
$512K 0.06%
100,000
189
$508K 0.06%
21,573
+204
190
$503K 0.06%
10,893
+5,141
191
$498K 0.06%
16,729
+3,478
192
$497K 0.06%
21,718
+1,898
193
$497K 0.06%
14,120
194
$493K 0.06%
4,475
+8
195
$490K 0.06%
8,555
+872
196
$489K 0.06%
8,447
+431
197
$488K 0.06%
9,763
-1,351
198
$487K 0.06%
2,001
-4,607
199
$487K 0.06%
7,475
+2,477
200
$487K 0.06%
6,392
6 7
8
9 10