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
$324M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$3.87M
3
+$3.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.79M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.73M

Top Sells

1
+$2.13M
2
+$1.63M
3
+$1.06M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$978K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$923K

Sector Composition

1 Communication Services 42.12%
2 Technology 2.97%
3 Financials 2.37%
4 Healthcare 2.26%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$423K 0.13%
3,947
77
$409K 0.13%
5,841
-159
78
$396K 0.12%
6,812
+2,256
79
$395K 0.12%
9,650
-289
80
$392K 0.12%
19,271
-5,177
81
$391K 0.12%
+10,804
82
$383K 0.12%
+1,498
83
$382K 0.12%
+8,609
84
$378K 0.12%
+28,518
85
$377K 0.12%
3,281
+1,000
86
$373K 0.12%
9,307
-9,439
87
$369K 0.11%
6,208
-500
88
$367K 0.11%
4,620
+1,120
89
$366K 0.11%
4,157
+120
90
$364K 0.11%
+4,589
91
$364K 0.11%
2,657
-165
92
$359K 0.11%
10,800
-4,200
93
$356K 0.11%
3,713
+267
94
$353K 0.11%
9,208
95
$353K 0.11%
4,483
-268
96
$351K 0.11%
50
+23
97
$341K 0.11%
+9,370
98
$336K 0.1%
2,877
99
$336K 0.1%
4,526
-928
100
$331K 0.1%
3,209
+202
2 3
4
5 6