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
$405M
AUM Growth
+$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$3.26M
3
+$2.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.16M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.08M

Top Sells

1
+$15.4M
2
+$1.12M
3
+$1.08M
4
SH icon
ProShares Short S&P500
SH
+$743K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$486K

Sector Composition

1 Communication Services 38.91%
2 Technology 3.41%
3 Financials 2.78%
4 Energy 2.19%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$438K 0.11%
11,838
102
$434K 0.11%
+6,288
103
$431K 0.11%
+6,327
104
$427K 0.11%
+13,260
105
$420K 0.1%
2,728
-8
106
$417K 0.1%
+10,863
107
$414K 0.1%
+2,832
108
$413K 0.1%
3,781
-166
109
$392K 0.1%
9,439
+231
110
$387K 0.1%
+7,915
111
$386K 0.1%
11,082
+2,652
112
$383K 0.09%
+12,673
113
$371K 0.09%
+46
114
$370K 0.09%
5,470
+1,810
115
$367K 0.09%
+17,320
116
$363K 0.09%
3,166
+1,215
117
$362K 0.09%
+9,380
118
$362K 0.09%
12,473
+568
119
$360K 0.09%
18,362
-909
120
$359K 0.09%
2,881
+2
121
$353K 0.09%
4,371
+1,619
122
$342K 0.08%
+6,034
123
$337K 0.08%
+4,568
124
$336K 0.08%
+6,787
125
$329K 0.08%
+4,980
3 4
5
6 7