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
$583M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.2M
3
+$11.4M
4
SSP icon
E.W. Scripps
SSP
+$8.49M
5
IYF icon
iShares US Financials ETF
IYF
+$4.63M

Top Sells

1
+$17.6M
2
+$14.6M
3
+$6.31M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$3.59M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.07M

Sector Composition

1 Communication Services 27.8%
2 Technology 7.13%
3 Financials 3.7%
4 Healthcare 2.01%
5 Real Estate 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.26%
78,000
+28,000
52
$1.56M 0.25%
17,294
+4,676
53
$1.5M 0.24%
54,904
+1,330
54
$1.44M 0.23%
6,102
-190
55
$1.39M 0.22%
7,450
+4,098
56
$1.38M 0.22%
73,264
+33,039
57
$1.38M 0.22%
41,352
-455
58
$1.34M 0.21%
29,406
+4,767
59
$1.33M 0.21%
15,467
+1,714
60
$1.32M 0.21%
17,628
+8,924
61
$1.3M 0.21%
13,319
+2,676
62
$1.3M 0.21%
68,517
+52,940
63
$1.19M 0.19%
23,340
+10,886
64
$1.19M 0.19%
24,806
-4,960
65
$1.18M 0.19%
30,624
-4,595
66
$1.13M 0.18%
44,269
+16,652
67
$1.12M 0.18%
+162
68
$1.12M 0.18%
9,669
+2,445
69
$1.09M 0.17%
31,884
+11,414
70
$1.07M 0.17%
9,199
+948
71
$1.04M 0.17%
15,680
-903
72
$1.03M 0.16%
42,224
+23,830
73
$1.02M 0.16%
10,995
+1,904
74
$1.01M 0.16%
3,933
+1,323
75
$998K 0.16%
921
1 2
3
4 5