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
$481M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$98.2M
2
+$4.25M
3
+$2.82M
4
STWD icon
Starwood Property Trust
STWD
+$2.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.16M

Top Sells

1
+$10.6M
2
+$2.54M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.12M
5
OGE icon
OGE Energy
OGE
+$1.06M

Sector Composition

1 Communication Services 26.7%
2 Technology 7.13%
3 Financials 3.2%
4 Real Estate 2.37%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$174K 0.04%
12,405
+988
252
$172K 0.04%
12,740
+670
253
$168K 0.03%
15,339
254
$146K 0.03%
10,700
+210
255
$138K 0.03%
+11,455
256
$135K 0.03%
16,155
257
$127K 0.03%
5,310
258
$114K 0.02%
+13,227
259
$99K 0.02%
14,894
260
$98K 0.02%
11,618
261
$91K 0.02%
16,521
+752
262
$90K 0.02%
11,000
263
$88K 0.02%
+20,000
264
$85K 0.02%
3,571
265
$84K 0.02%
5,776
266
$81K 0.02%
+11,888
267
$74K 0.02%
18,260
+331
268
$68K 0.01%
3,530
269
$68K 0.01%
2,500
270
$49K 0.01%
6
271
$4K ﹤0.01%
88
272
– –
-5,834
273
– –
-2,059
274
– –
-218,666
275
– –
-1,600
8 9 10
11
12