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
$583M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.2M
3
+$11.4M
4
SSP icon
E.W. Scripps
SSP
+$8.49M
5
IYF icon
iShares US Financials ETF
IYF
+$4.63M

Top Sells

1
+$17.6M
2
+$14.6M
3
+$6.31M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$3.59M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.07M

Sector Composition

1 Communication Services 27.8%
2 Technology 7.13%
3 Financials 3.7%
4 Healthcare 2.01%
5 Real Estate 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$713K 0.11%
8,568
+1,028
102
$711K 0.11%
7,511
103
$699K 0.11%
+72,671
104
$678K 0.11%
11,523
+25
105
$675K 0.11%
7,998
+11
106
$667K 0.11%
+22,481
107
$656K 0.1%
+15,283
108
$656K 0.1%
+17,935
109
$654K 0.1%
+20,729
110
$653K 0.1%
14,444
111
$652K 0.1%
11,894
-818
112
$640K 0.1%
1,360
+332
113
$634K 0.1%
+3,018
114
$629K 0.1%
+3,269
115
$625K 0.1%
7,592
116
$621K 0.1%
+12,620
117
$611K 0.1%
10,013
+1,420
118
$609K 0.1%
4,464
+795
119
$608K 0.1%
+32,447
120
$596K 0.1%
13,102
+1,981
121
$593K 0.09%
+45,478
122
$591K 0.09%
7,172
-780
123
$590K 0.09%
+4,303
124
$577K 0.09%
21,332
-4,443
125
$571K 0.09%
11,408
3 4
5
6 7