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
$324M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$3.87M
3
+$3.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.79M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.73M

Top Sells

1
+$2.13M
2
+$1.63M
3
+$1.06M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$978K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$923K

Sector Composition

1 Communication Services 42.12%
2 Technology 2.97%
3 Financials 2.37%
4 Healthcare 2.26%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.33%
8,463
+100
27
$1.06M 0.33%
7,010
+2,288
28
$1.05M 0.32%
15,378
-372
29
$1.05M 0.32%
+32,160
30
$1.04M 0.32%
9,885
+3,479
31
$952K 0.29%
34,347
32
$940K 0.29%
6,489
+692
33
$940K 0.29%
23,563
-21,321
34
$918K 0.28%
+7,032
35
$910K 0.28%
+11,914
36
$886K 0.27%
32,816
+1,147
37
$866K 0.27%
+62,724
38
$840K 0.26%
5,776
39
$827K 0.26%
11,242
40
$818K 0.25%
9,748
-5,854
41
$783K 0.24%
6,132
+1,254
42
$690K 0.21%
12,350
+561
43
$689K 0.21%
2,530
+1,060
44
$661K 0.2%
6,164
-445
45
$658K 0.2%
+3,425
46
$645K 0.2%
19,334
+7,259
47
$624K 0.19%
6,520
+260
48
$618K 0.19%
2,938
-108
49
$609K 0.19%
9,801
+2,985
50
$585K 0.18%
10,927
+3,814
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