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
$361M
AUM Growth
-$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$17.2M
3
+$16M
4
XTL icon
State Street SPDR S&P Telecom ETF
XTL
+$15.1M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$12.8M

Top Sells

1
+$114M
2
+$15.3M
3
+$13.9M
4
SSP icon
E.W. Scripps
SSP
+$13.3M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$5.97M

Sector Composition

1 Technology 9.86%
2 Communication Services 7.8%
3 Financials 3.64%
4 Healthcare 2.77%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 0.67%
+68,025
27
$2.39M 0.66%
+55,468
28
$2.23M 0.62%
26,853
-1,042
29
$2.16M 0.6%
16,182
+13,301
30
$2.1M 0.58%
38,225
-602
31
$2.07M 0.57%
58,652
+36,544
32
$2.01M 0.56%
45,761
33
$1.85M 0.51%
12,240
+481
34
$1.83M 0.51%
+24,768
35
$1.76M 0.49%
49,618
+32,584
36
$1.76M 0.49%
85,475
-101,895
37
$1.67M 0.46%
41,539
+26,872
38
$1.6M 0.44%
4,403
-13,743
39
$1.48M 0.41%
43,168
+29,908
40
$1.46M 0.4%
16,967
+13,306
41
$1.43M 0.4%
11,616
-1,275
42
$1.39M 0.39%
43,927
-9,139
43
$1.39M 0.38%
29,200
+9,220
44
$1.38M 0.38%
6,287
-1,047
45
$1.37M 0.38%
15,748
+2,871
46
$1.29M 0.36%
53,931
+239
47
$1.28M 0.36%
27,549
+4,641
48
$1.24M 0.34%
8,864
+211
49
$1.22M 0.34%
31,397
-5,326
50
$1.19M 0.33%
13,724
+1,347
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