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
251
$209K 0.03%
+2,600
252
$208K 0.03%
7,900
-6,140
253
$208K 0.03%
5,001
-600
254
$206K 0.03%
+3,503
255
$205K 0.03%
1,176
-277
256
$205K 0.03%
+3,735
257
$200K 0.03%
+6,912
258
$200K 0.03%
19,528
-50,108
259
$197K 0.03%
32,985
260
$189K 0.03%
15,222
261
$177K 0.03%
3,863
-31,872
262
$172K 0.03%
+100,000
263
$171K 0.03%
15,339
264
$171K 0.03%
12,405
265
$156K 0.02%
17,618
+6,000
266
$133K 0.02%
16,155
267
$107K 0.02%
+100,000
268
$104K 0.02%
16,473
-48
269
$80K 0.01%
16,959
-1,301
270
$80K 0.01%
+13,115
271
$65K 0.01%
3,100
+600
272
$62K 0.01%
3,530
273
$62K 0.01%
+266
274
$4K ﹤0.01%
1
-5
275
$3K ﹤0.01%
+10,000
9 10
11
12 13