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
$583M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.2M
3
+$11.4M
4
SSP icon
E.W. Scripps
SSP
+$8.49M
5
IYF icon
iShares US Financials ETF
IYF
+$4.63M

Top Sells

1
+$17.6M
2
+$14.6M
3
+$6.31M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$3.59M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.07M

Sector Composition

1 Communication Services 27.8%
2 Technology 7.13%
3 Financials 3.7%
4 Healthcare 2.01%
5 Real Estate 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.63M 0.58%
92,568
+33,323
27
$3.62M 0.58%
78,127
+19,787
28
$3.6M 0.58%
98,802
+38,329
29
$3.42M 0.55%
41,119
+17,466
30
$3.38M 0.54%
13,076
-8,027
31
$2.88M 0.46%
+182,800
32
$2.83M 0.45%
76,786
+18,998
33
$2.63M 0.42%
19,841
+13,976
34
$2.58M 0.41%
17,278
+10,531
35
$2.55M 0.41%
318,908
+235,512
36
$2.54M 0.41%
+26,336
37
$2.5M 0.4%
44,613
+7,129
38
$2.33M 0.37%
16,280
+425
39
$2.26M 0.36%
22,472
+5,903
40
$2.13M 0.34%
45,761
41
$2.1M 0.33%
40,600
+1,920
42
$2.09M 0.33%
11,588
-71
43
$2.07M 0.33%
64,855
+22,140
44
$2.06M 0.33%
24,673
-2,150
45
$2.05M 0.33%
14,727
+3,159
46
$1.8M 0.29%
+11,812
47
$1.78M 0.28%
32,140
+2,540
48
$1.7M 0.27%
78,165
-4,035
49
$1.7M 0.27%
22,010
+2,696
50
$1.66M 0.27%
31,780
+4,252
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