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
$481M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$98.2M
2
+$4.25M
3
+$2.82M
4
STWD icon
Starwood Property Trust
STWD
+$2.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.16M

Top Sells

1
+$10.6M
2
+$2.54M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.12M
5
OGE icon
OGE Energy
OGE
+$1.06M

Sector Composition

1 Communication Services 26.7%
2 Technology 7.13%
3 Financials 3.2%
4 Real Estate 2.37%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 0.58%
+124,200
27
$2.46M 0.51%
83,396
-3,060
28
$2.42M 0.5%
58,340
+16,801
29
$2.27M 0.47%
59,245
+54,842
30
$2.17M 0.45%
26,823
-30
31
$2.15M 0.45%
60,473
+10,855
32
$2.15M 0.45%
15,855
-327
33
$2.08M 0.43%
37,484
-741
34
$2.05M 0.43%
45,761
35
$2.01M 0.42%
57,788
+14,620
36
$1.8M 0.37%
+38,680
37
$1.76M 0.37%
11,659
-581
38
$1.72M 0.36%
35,735
+32,750
39
$1.7M 0.35%
+80,027
40
$1.7M 0.35%
82,200
-3,275
41
$1.63M 0.34%
23,653
-16,350
42
$1.53M 0.32%
11,568
-48
43
$1.51M 0.31%
16,569
+821
44
$1.48M 0.31%
+8,870
45
$1.44M 0.3%
17,925
+15,251
46
$1.44M 0.3%
19,314
-5,454
47
$1.43M 0.3%
29,600
+400
48
$1.41M 0.29%
42,715
+9,838
49
$1.4M 0.29%
6,292
+5
50
$1.38M 0.29%
35,219
+3,822
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