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
$405M
AUM Growth
+$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$3.26M
3
+$2.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.16M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.08M

Top Sells

1
+$15.4M
2
+$1.12M
3
+$1.08M
4
SH icon
ProShares Short S&P500
SH
+$743K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$486K

Sector Composition

1 Communication Services 38.91%
2 Technology 3.41%
3 Financials 2.78%
4 Energy 2.19%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$603K 0.15%
7,952
-26
77
$597K 0.15%
+18,146
78
$573K 0.14%
9,090
+1,234
79
$572K 0.14%
3,763
-1,168
80
$568K 0.14%
13,077
-281
81
$564K 0.14%
17,856
+8,034
82
$562K 0.14%
14,444
83
$552K 0.14%
+9,637
84
$548K 0.14%
+17,034
85
$539K 0.13%
+7,122
86
$527K 0.13%
+6,276
87
$522K 0.13%
195,440
+43,640
88
$514K 0.13%
9,259
-3,475
89
$513K 0.13%
+14,667
90
$498K 0.12%
+11,450
91
$495K 0.12%
15,344
+4,019
92
$495K 0.12%
35,144
93
$490K 0.12%
3,631
+321
94
$489K 0.12%
+18,481
95
$480K 0.12%
38,642
96
$479K 0.12%
3,574
+1,125
97
$471K 0.12%
+14,573
98
$465K 0.11%
+16,922
99
$457K 0.11%
3,409
-1,247
100
$446K 0.11%
11,434
+3,544
2 3
4
5 6