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
$324M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$3.87M
3
+$3.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.79M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.73M

Top Sells

1
+$2.13M
2
+$1.63M
3
+$1.06M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$978K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$923K

Sector Composition

1 Communication Services 42.12%
2 Technology 2.97%
3 Financials 2.37%
4 Healthcare 2.26%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$331K 0.1%
+4,745
102
$328K 0.1%
+4,200
103
$326K 0.1%
+1,477
104
$325K 0.1%
+22,600
105
$309K 0.1%
33,441
+8,222
106
$308K 0.1%
+3,482
107
$305K 0.09%
3,460
+629
108
$305K 0.09%
+12,513
109
$303K 0.09%
+2,691
110
$303K 0.09%
11,000
111
$301K 0.09%
3,613
-187
112
$295K 0.09%
1,277
+183
113
$292K 0.09%
+6,605
114
$289K 0.09%
7,374
+774
115
$288K 0.09%
2,239
+5
116
$284K 0.09%
15,860
117
$284K 0.09%
20,608
118
$277K 0.09%
+6,106
119
$277K 0.09%
+5,165
120
$276K 0.09%
8,650
+469
121
$275K 0.08%
+8,372
122
$270K 0.08%
9,000
123
$269K 0.08%
8,260
-10,028
124
$263K 0.08%
4,328
-83
125
$263K 0.08%
+223,800
3 4
5
6 7