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
$481M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$98.2M
2
+$4.25M
3
+$2.82M
4
STWD icon
Starwood Property Trust
STWD
+$2.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.16M

Top Sells

1
+$10.6M
2
+$2.54M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.12M
5
OGE icon
OGE Energy
OGE
+$1.06M

Sector Composition

1 Communication Services 26.7%
2 Technology 7.13%
3 Financials 3.2%
4 Real Estate 2.37%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$442K 0.09%
+7,213
127
$437K 0.09%
6,639
+1,217
128
$434K 0.09%
1,028
+114
129
$431K 0.09%
15,261
+1,635
130
$424K 0.09%
23,600
131
$423K 0.09%
6,923
+3,641
132
$418K 0.09%
4,997
-31
133
$406K 0.08%
3,810
+1
134
$398K 0.08%
4,858
+1,079
135
$395K 0.08%
5,080
+379
136
$392K 0.08%
2,960
+171
137
$384K 0.08%
9,890
138
$384K 0.08%
2,608
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139
$381K 0.08%
9,864
+189
140
$379K 0.08%
61
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141
$376K 0.08%
2,478
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142
$374K 0.08%
5,102
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143
$372K 0.08%
+2,328
144
$360K 0.07%
6,701
+1,705
145
$358K 0.07%
3,245
+117
146
$358K 0.07%
9,218
+1,596
147
$357K 0.07%
6,405
-672
148
$352K 0.07%
+15,000
149
$348K 0.07%
2,622
-30
150
$347K 0.07%
3,171
+115
4 5
6
7 8