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
$611M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.13M
3
+$3.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.97M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.67M

Top Sells

1
+$17.3M
2
+$8.02M
3
+$6.61M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.91M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$1.35M

Sector Composition

1 Communication Services 26.93%
2 Technology 6.08%
3 Financials 3.7%
4 Healthcare 2.32%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.24M 0.6%
49,584
+8,465
27
$4.22M 0.6%
107,799
+8,997
28
$4.14M 0.59%
87,965
+9,838
29
$3.54M 0.5%
91,482
+14,696
30
$3.41M 0.49%
12,695
-381
31
$3.11M 0.44%
180,183
-2,617
32
$2.9M 0.41%
19,054
+1,776
33
$2.79M 0.4%
45,960
+1,347
34
$2.76M 0.39%
20,133
+292
35
$2.63M 0.37%
76,741
+11,886
36
$2.63M 0.37%
23,748
+18,754
37
$2.5M 0.35%
75,659
-243,249
38
$2.49M 0.35%
23,330
+858
39
$2.42M 0.34%
16,281
+1
40
$2.4M 0.34%
23,771
-2,565
41
$2.32M 0.33%
16,589
+1,862
42
$2.25M 0.32%
42,780
+2,180
43
$2.23M 0.32%
38,140
+6,000
44
$2.18M 0.31%
45,761
45
$2.14M 0.3%
25,576
+903
46
$2.13M 0.3%
111,998
+33,998
47
$2.12M 0.3%
12,007
+419
48
$2.03M 0.29%
25,332
+3,322
49
$1.98M 0.28%
36,740
+4,960
50
$1.98M 0.28%
18,400
+5,081
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