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
301
– –
-8,506
302
– –
-10,700
303
– –
-1,549
304
– –
-5,402
305
– –
-5,310
306
– –
-2,608
307
– –
-129,174
308
– –
-30,000
309
– –
-8,870
310
– –
-6,000
311
– –
-7,987
312
– –
-6,168
313
– –
-13,227
314
– –
-4,750
315
– –
-2,152
316
– –
-6,011
317
– –
-17,760
318
– –
-13,905
319
– –
-8,200
320
– –
-5,776
321
– –
-15,000
322
– –
-5,291
323
– –
-4,200
324
– –
-11,888
325
– –
-61
10 11 12
13
14