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
$611M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.13M
3
+$3.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.97M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.67M

Top Sells

1
+$17.3M
2
+$8.02M
3
+$6.61M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.91M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$1.35M

Sector Composition

1 Communication Services 26.93%
2 Technology 6.08%
3 Financials 3.7%
4 Healthcare 2.32%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$739K 0.11%
18,948
+340
102
$727K 0.1%
28,355
+14,508
103
$717K 0.1%
37,843
+19,734
104
$706K 0.1%
11,551
+28
105
$701K 0.1%
4,805
+341
106
$700K 0.1%
72,671
107
$690K 0.1%
21,561
+6,202
108
$686K 0.1%
11,956
+62
109
$680K 0.1%
17,935
110
$679K 0.1%
3,640
+625
111
$673K 0.1%
101
-61
112
$671K 0.1%
14,444
113
$669K 0.1%
3,039
+21
114
$651K 0.09%
25,000
+10,000
115
$636K 0.09%
+20,000
116
$630K 0.09%
12,620
117
$630K 0.09%
15,741
+737
118
$626K 0.09%
15,291
+8
119
$620K 0.09%
12,740
120
$614K 0.09%
7,180
+8
121
$607K 0.09%
13,428
+326
122
$604K 0.09%
10,054
+41
123
$593K 0.08%
11,408
124
$588K 0.08%
19,200
+384
125
$573K 0.08%
+6,165
3 4
5
6 7