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
$611M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.13M
3
+$3.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.97M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.67M

Top Sells

1
+$17.3M
2
+$8.02M
3
+$6.61M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.91M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$1.35M

Sector Composition

1 Communication Services 26.93%
2 Technology 6.08%
3 Financials 3.7%
4 Healthcare 2.32%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.26%
11,934
+122
52
$1.81M 0.26%
90,469
+17,205
53
$1.75M 0.25%
18,099
+805
54
$1.71M 0.24%
75,150
-3,015
55
$1.62M 0.23%
55,029
+125
56
$1.56M 0.22%
6,374
+272
57
$1.51M 0.21%
7,627
+177
58
$1.51M 0.21%
16,399
+932
59
$1.49M 0.21%
32,184
+2,778
60
$1.47M 0.21%
42,837
+1,485
61
$1.41M 0.2%
7,168
+3,899
62
$1.34M 0.19%
17,497
-131
63
$1.32M 0.19%
10,535
+1,336
64
$1.32M 0.19%
24,869
+63
65
$1.31M 0.19%
9,791
+122
66
$1.3M 0.18%
33,860
+1,976
67
$1.24M 0.18%
10,867
+2,089
68
$1.24M 0.18%
42,101
-2,168
69
$1.17M 0.17%
3,977
+44
70
$1.14M 0.16%
24,082
+742
71
$1.14M 0.16%
15,632
-48
72
$1.1M 0.16%
28,811
-1,813
73
$1.08M 0.15%
43,723
+1,499
74
$1.05M 0.15%
217,360
+44,560
75
$1.05M 0.15%
921
1 2
3
4 5