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
$327M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$15.3M
3
+$1.19M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.14M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.12M

Top Sells

1
+$23.8M
2
+$14.8M
3
+$1.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$952K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$551K

Sector Composition

1 Communication Services 42.05%
2 Technology 3.06%
3 Financials 1.73%
4 Healthcare 1.54%
5 Industrials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$435K 0.13%
3,947
77
$421K 0.13%
26,910
-1,608
78
$417K 0.13%
6,718
-94
79
$411K 0.13%
3,310
+29
80
$407K 0.12%
2,736
+79
81
$398K 0.12%
19,271
82
$380K 0.12%
8,744
+3,963
83
$379K 0.12%
22,600
84
$378K 0.12%
9,007
+2,402
85
$359K 0.11%
9,208
86
$347K 0.11%
2,879
+2
87
$346K 0.11%
4,286
-2,640
88
$341K 0.1%
+11,325
89
$340K 0.1%
3,817
-2,703
90
$338K 0.1%
3,043
-1,888
91
$335K 0.1%
+2,449
92
$328K 0.1%
+7,890
93
$323K 0.1%
53
+3
94
$317K 0.1%
9,370
95
$313K 0.1%
11,000
96
$313K 0.1%
4,442
-1,578
97
$312K 0.1%
+6,300
98
$311K 0.1%
13,800
-6,942
99
$309K 0.09%
+9,822
100
$308K 0.09%
+3,877
2 3
4
5 6