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
$481M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$98.2M
2
+$4.25M
3
+$2.82M
4
STWD icon
Starwood Property Trust
STWD
+$2.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.16M

Top Sells

1
+$10.6M
2
+$2.54M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.12M
5
OGE icon
OGE Energy
OGE
+$1.06M

Sector Composition

1 Communication Services 26.7%
2 Technology 7.13%
3 Financials 3.2%
4 Real Estate 2.37%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$610K 0.13%
8,704
+1,359
102
$602K 0.13%
19,274
+3,135
103
$598K 0.12%
5,954
-520
104
$588K 0.12%
7,540
-3,598
105
$577K 0.12%
+11,995
106
$568K 0.12%
3,352
-830
107
$555K 0.12%
+7,592
108
$548K 0.11%
11,408
-224
109
$545K 0.11%
+14,618
110
$532K 0.11%
3,091
+102
111
$525K 0.11%
36,401
112
$517K 0.11%
+12,740
113
$517K 0.11%
3,669
+165
114
$516K 0.11%
2,610
-293
115
$509K 0.11%
3,014
-51
116
$495K 0.1%
136,920
+11,440
117
$495K 0.1%
+15,000
118
$490K 0.1%
38,642
119
$489K 0.1%
11,121
+386
120
$487K 0.1%
+26,232
121
$478K 0.1%
9,981
+51
122
$467K 0.1%
11,838
123
$457K 0.09%
8,593
+3,238
124
$452K 0.09%
13,373
+3,699
125
$446K 0.09%
18,394
+3,169
3 4
5
6 7