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
$327M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$15.3M
3
+$1.19M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.14M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.12M

Top Sells

1
+$23.8M
2
+$14.8M
3
+$1.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$952K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$551K

Sector Composition

1 Communication Services 42.05%
2 Technology 3.06%
3 Financials 1.73%
4 Healthcare 1.54%
5 Industrials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$682K 0.21%
9,961
-966
52
$676K 0.21%
4,678
-1,811
53
$636K 0.19%
+5,516
54
$628K 0.19%
7,324
+1,755
55
$624K 0.19%
16,519
+579
56
$599K 0.18%
4,656
-1,476
57
$576K 0.18%
7,978
+1,070
58
$564K 0.17%
35,144
59
$564K 0.17%
14,444
60
$534K 0.16%
55,691
+22,250
61
$526K 0.16%
38,642
+7,262
62
$525K 0.16%
4,657
63
$517K 0.16%
13,358
+56
64
$516K 0.16%
6,158
+2,676
65
$508K 0.16%
+10,146
66
$498K 0.15%
+7,856
67
$495K 0.15%
9,658
+4,493
68
$486K 0.15%
9,196
69
$486K 0.15%
5,412
-1,019
70
$474K 0.14%
7,517
-204
71
$471K 0.14%
11,838
72
$466K 0.14%
5,826
+2,884
73
$460K 0.14%
11,905
+2,598
74
$445K 0.14%
3,955
+1,264
75
$443K 0.14%
3,958
+88
1 2
3
4 5