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
$327M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$15.3M
3
+$1.19M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.14M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.12M

Top Sells

1
+$23.8M
2
+$14.8M
3
+$1.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$952K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$551K

Sector Composition

1 Communication Services 42.05%
2 Technology 3.06%
3 Financials 1.73%
4 Healthcare 1.54%
5 Industrials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.33%
15,321
-57
27
$1.08M 0.33%
8,613
+150
28
$1.08M 0.33%
8,132
+1,100
29
$1.07M 0.33%
33,433
+14,099
30
$1.05M 0.32%
74,424
+11,700
31
$1.03M 0.32%
11,115
-1,246
32
$989K 0.3%
32,344
+184
33
$919K 0.28%
33,202
+386
34
$908K 0.28%
29,605
-7,196
35
$899K 0.27%
17,293
+4,943
36
$890K 0.27%
5,836
-2,100
37
$858K 0.26%
10,175
+427
38
$853K 0.26%
6,011
-999
39
$847K 0.26%
12,715
+2,914
40
$775K 0.24%
9,739
-1,503
41
$769K 0.24%
7,471
-2,414
42
$763K 0.23%
8,700
+5,240
43
$743K 0.23%
+4,876
44
$743K 0.23%
4,931
+1,123
45
$738K 0.23%
3,714
+289
46
$714K 0.22%
2,530
47
$698K 0.21%
6,420
+1,274
48
$693K 0.21%
3,187
+249
49
$689K 0.21%
12,734
-7,625
50
$686K 0.21%
6,165
+1
1
2
3 4 5