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
$611M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.13M
3
+$3.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.97M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.67M

Top Sells

1
+$17.3M
2
+$8.02M
3
+$6.61M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.91M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$1.35M

Sector Composition

1 Communication Services 26.93%
2 Technology 6.08%
3 Financials 3.7%
4 Healthcare 2.32%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.15%
23,396
+5,806
77
$1.05M 0.15%
8,725
+1,037
78
$1.02M 0.15%
10,831
-164
79
$1.02M 0.14%
5,470
-402
80
$1.01M 0.14%
10,168
+6
81
$1.01M 0.14%
13,877
+579
82
$974K 0.14%
5,663
-225
83
$947K 0.13%
17,762
+1,991
84
$939K 0.13%
27,210
+5,076
85
$923K 0.13%
26,362
-416
86
$921K 0.13%
12,000
+1,546
87
$918K 0.13%
17,560
+1,260
88
$913K 0.13%
2,720
-1
89
$901K 0.13%
9,788
+288
90
$862K 0.12%
4,551
-2
91
$857K 0.12%
2,482
92
$850K 0.12%
13,000
+6,000
93
$846K 0.12%
10,093
+2,095
94
$845K 0.12%
4,453
+267
95
$839K 0.12%
9,872
+1,304
96
$809K 0.12%
4,091
+187
97
$754K 0.11%
212,399
+61,100
98
$747K 0.11%
13,856
-53,909
99
$742K 0.11%
1,445
+85
100
$740K 0.11%
7,511
2 3
4
5 6