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
251
$236K 0.03%
4,822
252
$235K 0.03%
5,825
253
$234K 0.03%
14,890
254
$234K 0.03%
2,100
255
$234K 0.03%
5,313
256
$229K 0.03%
+2,169
257
$225K 0.03%
+3,962
258
$225K 0.03%
10,000
-5,000
259
$224K 0.03%
+1,426
260
$224K 0.03%
17,976
-94
261
$222K 0.03%
2,370
262
$222K 0.03%
32,985
263
$222K 0.03%
+5,281
264
$221K 0.03%
5,101
+23
265
$218K 0.03%
6,912
266
$215K 0.03%
+1,462
267
$213K 0.03%
+10,000
268
$212K 0.03%
5,345
-225
269
$212K 0.03%
+3,180
270
$210K 0.03%
3,735
271
$210K 0.03%
11,060
272
$208K 0.03%
+1,334
273
$202K 0.03%
+10,000
274
$202K 0.03%
+5,000
275
$200K 0.03%
+1,875
9 10
11
12 13