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
$361M
AUM Growth
-$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$17.2M
3
+$16M
4
XTL icon
State Street SPDR S&P Telecom ETF
XTL
+$15.1M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$12.8M

Top Sells

1
+$114M
2
+$15.3M
3
+$13.9M
4
SSP icon
E.W. Scripps
SSP
+$13.3M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$5.97M

Sector Composition

1 Technology 9.86%
2 Communication Services 7.8%
3 Financials 3.64%
4 Healthcare 2.77%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$733K 0.2%
13,420
+2,500
77
$731K 0.2%
5,940
-11
78
$722K 0.2%
23,062
+5,206
79
$690K 0.19%
4,182
-86
80
$688K 0.19%
7,512
+1
81
$684K 0.19%
6,168
+2,387
82
$669K 0.19%
7,984
+619
83
$667K 0.18%
4,250
+841
84
$663K 0.18%
66,855
-1,320
85
$646K 0.18%
8,264
-196
86
$637K 0.18%
6,474
-376
87
$636K 0.18%
3,832
+69
88
$625K 0.17%
6,796
+2,829
89
$623K 0.17%
+11,054
90
$618K 0.17%
7,952
91
$609K 0.17%
7,482
-168
92
$606K 0.17%
14,444
93
$573K 0.16%
4,142
+511
94
$569K 0.16%
30,073
+16,915
95
$550K 0.15%
+11,632
96
$540K 0.15%
2,903
+1,259
97
$528K 0.15%
35,430
+10,060
98
$525K 0.15%
+3,588
99
$524K 0.15%
+10,784
100
$522K 0.14%
36,401
+1,257
2 3
4
5 6