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
$583M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$13.2M
3
+$11.1M
4
SSP icon
E.W. Scripps
SSP
+$8.98M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$7.17M

Top Sells

1
+$16.6M
2
+$14.6M
3
+$6.07M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$3.59M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3M

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
276
$2K ﹤0.01%
88
277
– –
-1,127
278
– –
-11,305
279
– –
-5,099
280
– –
-80,027
281
– –
-26,490
282
– –
-2,500
283
– –
-26,232
284
– –
-6,748
285
– –
-11,838
286
– –
-4,319
287
– –
-3,915
288
– –
-3,140
289
– –
-14,894
290
– –
-5,102
291
– –
-94,031
292
– –
-2,231
293
– –
-4,500
294
– –
-2,691
295
– –
-7,215
296
– –
-6,100
297
– –
-2,600
298
– –
-12,740
299
– –
-5,402
300
– –
-5,310
10 11
12
13 14