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
$611M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.13M
3
+$3.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.97M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.67M

Top Sells

1
+$17.3M
2
+$8.02M
3
+$6.61M
4
AMLP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$283K 0.04%
14,440
+502
227
$278K 0.04%
3,325
-2,129
228
$275K 0.04%
10,730
+2,830
229
$274K 0.04%
3,397
+797
230
$274K 0.04%
6,230
231
$269K 0.04%
1,761
+97
232
$269K 0.04%
15,097
233
$269K 0.04%
8,506
-180
234
$269K 0.04%
+3,578
235
$265K 0.04%
+10,000
236
$265K 0.04%
5,334
+15
237
$264K 0.04%
+3,745
238
$259K 0.04%
+1,049
239
$257K 0.04%
1,517
-60
240
$256K 0.04%
+2,106
241
$252K 0.04%
4,126
-204
242
$251K 0.04%
2,359
+157
243
$250K 0.04%
+5,150
244
$250K 0.04%
16,219
+1,009
245
$249K 0.04%
7,073
+245
246
$248K 0.04%
3,064
+116
247
$242K 0.03%
2,216
-185
248
$241K 0.03%
11,969
249
$237K 0.03%
20,608
250
$236K 0.03%
15,860
-1,896
8 9
10
11 12