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
$611M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.13M
3
+$3.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.97M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.67M

Top Sells

1
+$17.3M
2
+$8.02M
3
+$6.61M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.91M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$1.35M

Sector Composition

1 Communication Services 26.93%
2 Technology 6.08%
3 Financials 3.7%
4 Healthcare 2.32%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$571K 0.08%
3,427
+672
127
$571K 0.08%
21,425
-1,056
128
$569K 0.08%
3,157
+335
129
$560K 0.08%
3,198
+2,022
130
$559K 0.08%
20,306
-7,935
131
$546K 0.08%
17,081
+1,714
132
$544K 0.08%
4,567
+732
133
$537K 0.08%
11,179
+310
134
$529K 0.08%
6,488
+2,666
135
$518K 0.07%
6,164
+23
136
$515K 0.07%
16,664
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137
$514K 0.07%
4,162
138
$514K 0.07%
6,392
-1,200
139
$505K 0.07%
+17,426
140
$504K 0.07%
2,902
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141
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+3,500
142
$499K 0.07%
35,144
-1,257
143
$488K 0.07%
+9,711
144
$488K 0.07%
15,795
+1,755
145
$486K 0.07%
+19,383
146
$483K 0.07%
38,642
147
$470K 0.07%
10,724
+12
148
$470K 0.07%
5,955
+273
149
$464K 0.07%
14,120
-12,991
150
$463K 0.07%
4,389
+510
4 5
6
7 8