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
$405M
AUM Growth
+$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$3.26M
3
+$2.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.16M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.08M

Top Sells

1
+$15.4M
2
+$1.12M
3
+$1.08M
4
SH icon
ProShares Short S&P500
SH
+$743K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$486K

Sector Composition

1 Communication Services 38.91%
2 Technology 3.41%
3 Financials 2.78%
4 Energy 2.19%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$322K 0.08%
4,407
+1,075
127
$317K 0.08%
+6,798
128
$314K 0.08%
+3,050
129
$309K 0.08%
3,967
+769
130
$305K 0.08%
11,000
131
$303K 0.07%
3,661
-625
132
$298K 0.07%
+9,005
133
$298K 0.07%
+3,889
134
$297K 0.07%
+4,716
135
$295K 0.07%
+6,165
136
$294K 0.07%
5,403
-4,743
137
$288K 0.07%
+10,870
138
$287K 0.07%
+3,000
139
$282K 0.07%
+5,841
140
$279K 0.07%
+13,158
141
$277K 0.07%
+2,687
142
$277K 0.07%
+8,874
143
$277K 0.07%
+6,429
144
$276K 0.07%
3,193
145
$274K 0.07%
+8,051
146
$273K 0.07%
+9,300
147
$272K 0.07%
15,097
+4,191
148
$272K 0.07%
2,464
+645
149
$270K 0.07%
+3,478
150
$269K 0.07%
2,618
-397
4 5
6
7 8