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
$361M
AUM Growth
-$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$17.2M
3
+$16M
4
XTL icon
State Street SPDR S&P Telecom ETF
XTL
+$15.1M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$12.8M

Top Sells

1
+$114M
2
+$15.3M
3
+$13.9M
4
SSP icon
E.W. Scripps
SSP
+$13.3M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$5.97M

Sector Composition

1 Technology 9.86%
2 Communication Services 7.8%
3 Financials 3.64%
4 Healthcare 2.77%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.32%
10,231
-288
52
$1.09M 0.3%
32,877
+24,003
53
$1.07M 0.3%
6,178
+707
54
$1.06M 0.29%
+31,111
55
$984K 0.27%
8,693
-116
56
$965K 0.27%
6,688
+903
57
$962K 0.27%
28,524
-40
58
$949K 0.26%
20,833
+15,589
59
$942K 0.26%
8,069
-670
60
$929K 0.26%
8,448
+1,609
61
$923K 0.26%
13,618
-205,101
62
$913K 0.25%
8,560
+502
63
$908K 0.25%
31,164
-7,556
64
$887K 0.25%
921
65
$884K 0.24%
2,730
-30
66
$870K 0.24%
23,801
+4,891
67
$858K 0.24%
+11,138
68
$838K 0.23%
29,956
-1,472
69
$803K 0.22%
9,091
-167
70
$797K 0.22%
12,875
+408
71
$796K 0.22%
23,206
+10,533
72
$784K 0.22%
+11,302
73
$782K 0.22%
2,482
-48
74
$772K 0.21%
12,662
+3,403
75
$761K 0.21%
11,496
+514
1 2
3
4 5