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
$324M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$3.87M
3
+$3.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.79M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.73M

Top Sells

1
+$2.13M
2
+$1.63M
3
+$1.06M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$978K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$923K

Sector Composition

1 Communication Services 42.12%
2 Technology 2.97%
3 Financials 2.37%
4 Healthcare 2.26%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$254K 0.08%
1,733
-50
127
$252K 0.08%
+2,942
128
$251K 0.08%
+4,571
129
$250K 0.08%
1,641
-4,258
130
$235K 0.07%
6,456
+585
131
$235K 0.07%
3,413
+52
132
$229K 0.07%
2,720
+3
133
$229K 0.07%
6,030
-270
134
$227K 0.07%
+9,707
135
$226K 0.07%
2,712
-2,821
136
$219K 0.07%
+2,105
137
$217K 0.07%
2,969
+14
138
$212K 0.07%
+1,630
139
$208K 0.06%
+4,781
140
$208K 0.06%
+1,931
141
$206K 0.06%
3,591
-2,909
142
$201K 0.06%
8,182
-1,964
143
$193K 0.06%
10,906
144
$189K 0.06%
15,224
+2
145
$180K 0.06%
+12,702
146
$171K 0.05%
2,500
+1,250
147
$164K 0.05%
20,968
148
$135K 0.04%
5,310
149
$116K 0.04%
16,155
150
$113K 0.03%
266
4 5
6
7 8