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
$583M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.2M
3
+$11.4M
4
SSP icon
E.W. Scripps
SSP
+$8.49M
5
IYF icon
iShares US Financials ETF
IYF
+$4.63M

Top Sells

1
+$17.6M
2
+$14.6M
3
+$6.31M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$3.59M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.07M

Sector Composition

1 Communication Services 27.8%
2 Technology 7.13%
3 Financials 3.7%
4 Healthcare 2.01%
5 Real Estate 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$567K 0.09%
10,869
+888
127
$560K 0.09%
12,740
128
$553K 0.09%
18,816
+3,555
129
$553K 0.09%
4,994
+2,129
130
$547K 0.09%
3,015
+1
131
$542K 0.09%
6,141
+1,144
132
$540K 0.09%
15,004
+9,920
133
$534K 0.09%
36,401
134
$526K 0.08%
5,454
-4,363
135
$523K 0.08%
+13,195
136
$523K 0.08%
13,943
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137
$515K 0.08%
6,883
+3,261
138
$512K 0.08%
+15,000
139
$511K 0.08%
15,359
-20,999
140
$508K 0.08%
+3,489
141
$503K 0.08%
22,785
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142
$502K 0.08%
4,162
-3,907
143
$499K 0.08%
151,299
+131,299
144
$484K 0.08%
38,642
145
$484K 0.08%
+7,000
146
$481K 0.08%
15,367
+4,845
147
$479K 0.08%
2,822
+344
148
$454K 0.07%
5,682
+602
149
$454K 0.07%
+3,211
150
$450K 0.07%
3,835
+1,710
4 5
6
7 8