Lido Advisors Portfolio holdings
AUM
$19.1B
1-Year Return
10.87%
This Quarter Return
+3.06%
1 Year Return
+10.87%
3 Year Return
+39.58%
5 Year Return
+65.07%
10 Year Return
–
AUM
$611M
AUM Growth
+$28.1M
(+4.8%)
Cap. Flow
+$6.75M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
50.88%
Holding
315
New
38
Increased
148
Reduced
57
Closed
21
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$13.9M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$3.13M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$3.08M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$2.97M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$2.67M |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$17.3M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$8.02M |
| 3 |
Analog Devices
ADI
|
$6.61M |
| 4 |
Alerian MLP ETF
AMLP
|
$2.91M |
| 5 |
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
|
$1.35M |
Sector Composition
| 1 | Communication Services | 26.93% |
| 2 | Technology | 6.08% |
| 3 | Financials | 3.7% |
| 4 | Healthcare | 2.32% |
| 5 | Industrials | 2.14% |
