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
201
$524K 0.05%
16,543
-1,324
202
$523K 0.05%
5,430
+1,174
203
$523K 0.05%
8,072
+1,317
204
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11,369
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205
$522K 0.05%
11,346
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206
$522K 0.05%
23,421
-7,423
207
$517K 0.05%
3,954
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208
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2,731
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209
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31,600
-18,400
210
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7,533
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211
$499K 0.05%
2,650
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212
$497K 0.05%
39,232
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213
$493K 0.05%
22,367
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214
$491K 0.05%
32,584
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215
$489K 0.05%
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216
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217
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218
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6,336
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219
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21,233
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220
$462K 0.05%
14,823
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221
$459K 0.05%
17,274
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222
$455K 0.04%
13,152
-367
223
$454K 0.04%
4,333
-699
224
$447K 0.04%
10,010
+504
225
$444K 0.04%
17,794
+871
7 8
9
10 11