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
$481M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$98.2M
2
+$4.25M
3
+$2.82M
4
STWD icon
Starwood Property Trust
STWD
+$2.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.16M

Top Sells

1
+$10.6M
2
+$2.54M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.12M
5
OGE icon
OGE Energy
OGE
+$1.06M

Sector Composition

1 Communication Services 26.7%
2 Technology 7.13%
3 Financials 3.2%
4 Real Estate 2.37%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$787K 0.16%
27,617
-3,547
77
$787K 0.16%
7,224
-1,224
78
$782K 0.16%
8,341
+1,545
79
$781K 0.16%
5,091
+841
80
$766K 0.16%
25,775
+2,713
81
$762K 0.16%
13,799
+379
82
$742K 0.15%
8,809
+545
83
$741K 0.15%
12,712
+50
84
$730K 0.15%
5,865
-75
85
$723K 0.15%
40,225
+10,152
86
$712K 0.15%
69,636
+2,781
87
$701K 0.15%
6,331
+2,310
88
$694K 0.14%
+25,000
89
$693K 0.14%
7,511
-1
90
$688K 0.14%
6,168
91
$675K 0.14%
7,987
+3
92
$671K 0.14%
11,305
+251
93
$668K 0.14%
7,815
+333
94
$652K 0.14%
3,903
+71
95
$648K 0.13%
9,276
-2,026
96
$641K 0.13%
20,470
-2,736
97
$637K 0.13%
11,498
+5,507
98
$624K 0.13%
12,454
-8,379
99
$622K 0.13%
7,952
100
$616K 0.13%
14,444
2 3
4
5 6