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
$481M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$98.2M
2
+$4.25M
3
+$2.82M
4
STWD icon
Starwood Property Trust
STWD
+$2.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.16M

Top Sells

1
+$10.6M
2
+$2.54M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.12M
5
OGE icon
OGE Energy
OGE
+$1.06M

Sector Composition

1 Communication Services 26.7%
2 Technology 7.13%
3 Financials 3.2%
4 Real Estate 2.37%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.28%
27,528
+16,744
52
$1.33M 0.28%
41,807
-2,120
53
$1.33M 0.28%
29,766
+2,217
54
$1.3M 0.27%
53,574
-357
55
$1.3M 0.27%
16,583
-384
56
$1.27M 0.26%
9,817
+953
57
$1.21M 0.25%
+36,358
58
$1.2M 0.25%
13,753
+29
59
$1.13M 0.23%
10,643
+412
60
$1.12M 0.23%
7,315
+627
61
$1.1M 0.23%
+50,000
62
$1.07M 0.22%
9,248
+555
63
$1M 0.21%
28,628
+104
64
$952K 0.2%
8,069
65
$951K 0.2%
6,747
+2,605
66
$944K 0.2%
5,905
-273
67
$917K 0.19%
2,721
-9
68
$915K 0.19%
12,618
+1,122
69
$899K 0.19%
921
70
$861K 0.18%
8,251
-309
71
$860K 0.18%
13,245
-373
72
$838K 0.17%
29,956
73
$831K 0.17%
24,639
+838
74
$808K 0.17%
9,091
75
$788K 0.16%
2,482
1 2
3
4 5