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
176
$642K 0.06%
47,180
+7,150
177
$636K 0.06%
14,444
178
$613K 0.06%
25,810
+3,000
179
$613K 0.06%
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180
$598K 0.06%
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181
$597K 0.06%
5,499
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182
$594K 0.06%
5,704
+1,342
183
$590K 0.06%
4,259
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184
$574K 0.06%
14,663
185
$572K 0.06%
6,881
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186
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5,500
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187
$567K 0.06%
9,067
+3,149
188
$564K 0.06%
6,946
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189
$563K 0.06%
4,112
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190
$563K 0.06%
3,167
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191
$563K 0.06%
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192
$551K 0.05%
52,708
193
$550K 0.05%
25,289
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194
$547K 0.05%
327,597
+31,500
195
$540K 0.05%
4,896
+989
196
$538K 0.05%
59,629
+28,171
197
$536K 0.05%
9,448
+5,638
198
$536K 0.05%
27,320
+2,131
199
$529K 0.05%
10,742
+1,062
200
$527K 0.05%
11,582
+126
6 7
8
9 10