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
$327M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$15.3M
3
+$1.19M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.14M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.12M

Top Sells

1
+$23.8M
2
+$14.8M
3
+$1.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$952K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$551K

Sector Composition

1 Communication Services 42.05%
2 Technology 3.06%
3 Financials 1.73%
4 Healthcare 1.54%
5 Industrials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$308K 0.09%
+2,201
102
$305K 0.09%
2,069
+336
103
$303K 0.09%
8,430
-4,000
104
$297K 0.09%
+31,340
105
$292K 0.09%
1,270
-7
106
$287K 0.09%
8,372
107
$280K 0.09%
2,123
+493
108
$280K 0.09%
11,667
-846
109
$279K 0.09%
20,608
110
$279K 0.09%
+3,193
111
$276K 0.08%
4,313
-15
112
$275K 0.08%
+6,614
113
$271K 0.08%
15,860
114
$266K 0.08%
+3,015
115
$265K 0.08%
3,198
-1,328
116
$263K 0.08%
8,650
117
$261K 0.08%
9,000
118
$260K 0.08%
151,800
-72,000
119
$249K 0.08%
5,895
-211
120
$237K 0.07%
+14,727
121
$234K 0.07%
2,901
-1,719
122
$234K 0.07%
+3,332
123
$232K 0.07%
2,752
+32
124
$231K 0.07%
3,660
+247
125
$228K 0.07%
+2,623
3 4
5
6 7