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
$405M
AUM Growth
+$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$3.26M
3
+$2.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.16M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.08M

Top Sells

1
+$15.4M
2
+$1.12M
3
+$1.08M
4
SH icon
ProShares Short S&P500
SH
+$743K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$486K

Sector Composition

1 Communication Services 38.91%
2 Technology 3.41%
3 Financials 2.78%
4 Energy 2.19%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$795K 0.2%
+2,760
52
$792K 0.2%
9,258
-917
53
$780K 0.19%
7,214
+2,557
54
$764K 0.19%
+22,108
55
$763K 0.19%
2,530
56
$749K 0.18%
+19,980
57
$723K 0.18%
31,365
+19,698
58
$712K 0.18%
10,920
+959
59
$709K 0.17%
+6,839
60
$704K 0.17%
5,785
+269
61
$696K 0.17%
4,268
-410
62
$693K 0.17%
35,863
+13,263
63
$688K 0.17%
10,982
+3,465
64
$686K 0.17%
5,951
-214
65
$686K 0.17%
18,910
+2,391
66
$671K 0.17%
13,643
+3,985
67
$666K 0.16%
+24,638
68
$665K 0.16%
6,153
+2,198
69
$665K 0.16%
7,511
+187
70
$661K 0.16%
6,850
-2,889
71
$643K 0.16%
7,650
+1,492
72
$635K 0.16%
68,175
+12,484
73
$627K 0.15%
8,460
+4,147
74
$621K 0.15%
8,000
+2,174
75
$612K 0.15%
7,365
-1,335
1 2
3
4 5