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
201
$480K 0.06%
2,446
-799
202
$477K 0.05%
21,277
203
$476K 0.05%
17,801
204
$471K 0.05%
2,879
+80
205
$470K 0.05%
6,755
+14
206
$470K 0.05%
4,403
+363
207
$469K 0.05%
5,898
+38
208
$465K 0.05%
10,810
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209
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35,144
210
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4,273
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211
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3,174
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212
$457K 0.05%
4,621
+361
213
$456K 0.05%
38,642
214
$455K 0.05%
4,440
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215
$453K 0.05%
+8,246
216
$453K 0.05%
6,628
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217
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7,610
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218
$446K 0.05%
+1,511
219
$445K 0.05%
1,960
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220
$443K 0.05%
30,910
+4,526
221
$443K 0.05%
13,902
-648
222
$441K 0.05%
5,476
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223
$440K 0.05%
4,140
-445
224
$439K 0.05%
9,234
+446
225
$432K 0.05%
2,737
+12
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10 11