Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
-$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.5M
3
+$16.4M
4
XTL icon
State Street SPDR S&P Telecom ETF
XTL
+$15.3M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$12.7M

Top Sells

1
+$124M
2
+$15.3M
3
+$14.8M
4
SSP icon
E.W. Scripps
SSP
+$14.7M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$5.97M

Sector Composition

1 Technology 9.86%
2 Communication Services 7.8%
3 Financials 3.64%
4 Healthcare 2.77%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
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