Lido Advisors Portfolio holdings
AUM
$19.1B
1-Year Return
10.87%
This Quarter Return
-9.09%
1 Year Return
+10.87%
3 Year Return
+39.58%
5 Year Return
+65.07%
10 Year Return
–
AUM
$723M
AUM Growth
-$51.5M
(-6.7%)
Cap. Flow
+$53.5M
Cap. Flow
% of AUM
7.41%
Top 10 Holdings %
Top 10 Hldgs %
34.05%
Holding
475
New
48
Increased
217
Reduced
100
Closed
67
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$14M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$7.54M |
| 3 |
Fidelity MSCI Communication Services Index ETF
FCOM
|
$7.52M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$5.74M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.03M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$11.3M |
| 2 |
iShares US Aerospace & Defense ETF
ITA
|
$6.91M |
| 3 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$5.61M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$4.78M |
| 5 |
Lumen
LUMN
|
$3.06M |
Sector Composition
| 1 | Technology | 7.23% |
| 2 | Communication Services | 4.98% |
| 3 | Financials | 4.9% |
| 4 | Healthcare | 3.82% |
| 5 | Consumer Discretionary | 2.94% |
