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
$361M
AUM Growth
-$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$17.2M
3
+$16M
4
XTL icon
State Street SPDR S&P Telecom ETF
XTL
+$15.1M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$12.8M

Top Sells

1
+$114M
2
+$15.3M
3
+$13.9M
4
SSP icon
E.W. Scripps
SSP
+$13.3M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$5.97M

Sector Composition

1 Technology 9.86%
2 Communication Services 7.8%
3 Financials 3.64%
4 Healthcare 2.77%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$510K 0.14%
7,345
-5,661
102
$502K 0.14%
3,065
+337
103
$497K 0.14%
9,930
-3,713
104
$497K 0.14%
3,504
-70
105
$495K 0.14%
+16,139
106
$487K 0.13%
2,989
+157
107
$483K 0.13%
38,642
108
$473K 0.13%
11,838
109
$471K 0.13%
11,119
+4,905
110
$466K 0.13%
10,735
-699
111
$447K 0.12%
10,001
-862
112
$444K 0.12%
+4,021
113
$431K 0.12%
66
+20
114
$421K 0.12%
+18,680
115
$417K 0.12%
5,028
-2,972
116
$417K 0.12%
23,600
-12,263
117
$403K 0.11%
+3,809
118
$401K 0.11%
+3,438
119
$392K 0.11%
5,422
-854
120
$389K 0.11%
+7,077
121
$389K 0.11%
+2,440
122
$388K 0.11%
13,817
+1,616
123
$383K 0.11%
5,021
-1,267
124
$382K 0.11%
13,626
+6,053
125
$377K 0.1%
14,871
-16,494
3 4
5
6 7