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
$361M
AUM Growth
-$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$17.2M
3
+$16M
4
XTL icon
State Street SPDR S&P Telecom ETF
XTL
+$15.1M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$12.8M

Top Sells

1
+$114M
2
+$15.3M
3
+$13.9M
4
SSP icon
E.W. Scripps
SSP
+$13.3M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$5.97M

Sector Composition

1 Technology 9.86%
2 Communication Services 7.8%
3 Financials 3.64%
4 Healthcare 2.77%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$374K 0.1%
9,675
+1,624
127
$374K 0.1%
1,546
+499
128
$368K 0.1%
9,890
-1,192
129
$362K 0.1%
5,032
-1,295
130
$362K 0.1%
+15,225
131
$361K 0.1%
4,701
+1,487
132
$351K 0.1%
18,362
133
$349K 0.1%
+914
134
$349K 0.1%
11,986
+3,505
135
$345K 0.1%
+3,128
136
$342K 0.09%
+2,652
137
$341K 0.09%
4,301
-267
138
$341K 0.09%
2,789
+325
139
$332K 0.09%
3,056
-3,097
140
$329K 0.09%
+5,991
141
$325K 0.09%
+9,674
142
$325K 0.09%
11,000
143
$322K 0.09%
125,480
-69,960
144
$314K 0.09%
+4,998
145
$314K 0.09%
1,799
+152
146
$313K 0.09%
2,865
-4,349
147
$312K 0.09%
15,129
+7,500
148
$309K 0.09%
6,620
-2,760
149
$306K 0.08%
3,779
-592
150
$305K 0.08%
15,372
+275
4 5
6
7 8