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
$405M
AUM Growth
+$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$3.26M
3
+$2.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.16M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.08M

Top Sells

1
+$15.4M
2
+$1.12M
3
+$1.08M
4
SH icon
ProShares Short S&P500
SH
+$743K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$486K

Sector Composition

1 Communication Services 38.91%
2 Technology 3.41%
3 Financials 2.78%
4 Energy 2.19%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.4%
53,066
+19,633
27
$1.52M 0.37%
104,535
+30,111
28
$1.51M 0.37%
7,334
+3,620
29
$1.49M 0.37%
19,700
+5,666
30
$1.49M 0.37%
12,891
+967
31
$1.46M 0.36%
36,860
+1,300
32
$1.37M 0.34%
36,723
+5,365
33
$1.35M 0.33%
11,759
+3,114
34
$1.31M 0.32%
8,653
+2,642
35
$1.24M 0.31%
38,720
+9,115
36
$1.22M 0.3%
22,908
+5,615
37
$1.19M 0.29%
53,692
+26,782
38
$1.11M 0.27%
12,877
+162
39
$1.1M 0.27%
10,519
-596
40
$1.04M 0.26%
12,377
+6,965
41
$958K 0.24%
8,739
+126
42
$948K 0.23%
8,058
+587
43
$922K 0.23%
+24,990
44
$922K 0.23%
8,809
+2,389
45
$894K 0.22%
13,006
+6,288
46
$876K 0.22%
5,471
-365
47
$870K 0.21%
31,428
-1,774
48
$853K 0.21%
28,564
-3,780
49
$833K 0.21%
+921
50
$814K 0.2%
+12,467
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