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
$583M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.2M
3
+$11.4M
4
SSP icon
E.W. Scripps
SSP
+$8.49M
5
IYF icon
iShares US Financials ETF
IYF
+$4.63M

Top Sells

1
+$17.6M
2
+$14.6M
3
+$6.31M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$3.59M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.07M

Sector Composition

1 Communication Services 27.8%
2 Technology 7.13%
3 Financials 3.7%
4 Healthcare 2.01%
5 Real Estate 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$998K 0.16%
+27,111
77
$982K 0.16%
5,888
-1,427
78
$970K 0.15%
10,162
+1,353
79
$965K 0.15%
8,778
+437
80
$945K 0.15%
5,872
-33
81
$915K 0.15%
26,778
+7,504
82
$911K 0.15%
13,298
-4,627
83
$909K 0.15%
2,721
84
$893K 0.14%
172,800
+35,880
85
$876K 0.14%
47,629
+32,500
86
$866K 0.14%
9,500
+1,685
87
$847K 0.14%
7,688
-1,560
88
$828K 0.13%
16,300
+9,340
89
$828K 0.13%
2,482
90
$815K 0.13%
28,241
+13,241
91
$811K 0.13%
4,186
+2,310
92
$807K 0.13%
15,771
+3,776
93
$795K 0.13%
22,134
+8,761
94
$779K 0.12%
10,454
+1,178
95
$777K 0.12%
+17,590
96
$773K 0.12%
29,085
-663,450
97
$754K 0.12%
4,553
-538
98
$730K 0.12%
3,904
+1
99
$728K 0.12%
7,409
+1,455
100
$721K 0.12%
18,608
-10,020
2 3
4
5 6