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
$324M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$3.87M
3
+$3.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.79M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.73M

Top Sells

1
+$2.13M
2
+$1.63M
3
+$1.06M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$978K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$923K

Sector Composition

1 Communication Services 42.12%
2 Technology 2.97%
3 Financials 2.37%
4 Healthcare 2.26%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$577K 0.18%
6,926
+81
52
$572K 0.18%
35,144
53
$566K 0.17%
+14,444
54
$559K 0.17%
+3,808
55
$551K 0.17%
15,920
+400
56
$547K 0.17%
4,931
+105
57
$545K 0.17%
5,146
+335
58
$545K 0.17%
6,431
+329
59
$531K 0.16%
4,657
+2,217
60
$523K 0.16%
15,940
-1,964
61
$512K 0.16%
11,838
62
$495K 0.15%
+6,729
63
$494K 0.15%
6,908
64
$493K 0.15%
13,302
+2,927
65
$488K 0.15%
9,196
-40,208
66
$478K 0.15%
7,721
+677
67
$476K 0.15%
13,300
-100
68
$475K 0.15%
5,569
-8,173
69
$456K 0.14%
6,020
+6
70
$448K 0.14%
+12,430
71
$447K 0.14%
20,742
+4,242
72
$445K 0.14%
31,380
-1,626
73
$437K 0.13%
3,870
+3
74
$431K 0.13%
7,996
+997
75
$430K 0.13%
5,321
+4
1 2
3
4 5