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
$583M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.2M
3
+$11.4M
4
SSP icon
E.W. Scripps
SSP
+$8.49M
5
IYF icon
iShares US Financials ETF
IYF
+$4.63M

Top Sells

1
+$17.6M
2
+$14.6M
3
+$6.31M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$3.59M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.07M

Sector Composition

1 Communication Services 27.8%
2 Technology 7.13%
3 Financials 3.7%
4 Healthcare 2.01%
5 Real Estate 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$251K 0.04%
+8,634
227
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+3,767
228
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+11,969
229
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+1,577
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232
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237
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239
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248
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249
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+3,835
250
$209K 0.03%
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