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
$327M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$15.3M
3
+$1.19M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.14M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.12M

Top Sells

1
+$23.8M
2
+$14.8M
3
+$1.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$952K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$551K

Sector Composition

1 Communication Services 42.05%
2 Technology 3.06%
3 Financials 1.73%
4 Healthcare 1.54%
5 Industrials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$227K 0.07%
1,898
-207
127
$225K 0.07%
1,649
+172
128
$221K 0.07%
8,659
+477
129
$221K 0.07%
2,982
+13
130
$215K 0.07%
+1,819
131
$213K 0.07%
2,047
-10,561
132
$213K 0.07%
1,951
+20
133
$211K 0.06%
+7,567
134
$206K 0.06%
15,224
135
$200K 0.06%
+6,343
136
$198K 0.06%
10,906
137
$197K 0.06%
12,702
138
$172K 0.05%
+11,417
139
$171K 0.05%
2,500
140
$170K 0.05%
20,968
141
$155K 0.05%
+14,344
142
$135K 0.04%
5,310
143
$120K 0.04%
16,155
144
$101K 0.03%
5,776
145
$97K 0.03%
10,524
146
$96K 0.03%
11,618
147
$91K 0.03%
266
148
$85K 0.03%
2,500
149
$85K 0.03%
2,050
150
$61K 0.02%
3,530
4 5
6
7 8