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
201
$429K 0.06%
2,799
+1,038
202
$424K 0.06%
+6,404
203
$423K 0.06%
4,010
+423
204
$419K 0.06%
+4,260
205
$416K 0.06%
8,016
+1,522
206
$414K 0.06%
+6,373
207
$413K 0.06%
12,515
+2,391
208
$413K 0.06%
23,325
+1,290
209
$411K 0.06%
13,251
+1,208
210
$409K 0.06%
8,249
-4,371
211
$409K 0.06%
3,713
+363
212
$406K 0.06%
5,392
-839
213
$406K 0.06%
+9,996
214
$404K 0.06%
10,705
+823
215
$404K 0.06%
+5,036
216
$403K 0.06%
+7,401
217
$399K 0.05%
6,741
+1,143
218
$397K 0.05%
2,697
+1,271
219
$397K 0.05%
+1,727
220
$395K 0.05%
+4,432
221
$394K 0.05%
+6,206
222
$394K 0.05%
22,475
+3,425
223
$393K 0.05%
2,725
+13
224
$391K 0.05%
+3,569
225
$391K 0.05%
+8,734
7 8
9
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