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
151
$268K 0.07%
25,370
-5,970
152
$267K 0.07%
+12,201
153
$264K 0.07%
+6,192
154
$264K 0.07%
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-554
155
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+7,500
156
$262K 0.06%
+4,465
157
$261K 0.06%
6,214
-400
158
$260K 0.06%
7,061
-1,311
159
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31,098
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160
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161
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162
$256K 0.06%
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163
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11,400
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164
$249K 0.06%
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165
$248K 0.06%
+7,961
166
$246K 0.06%
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167
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168
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16,542
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170
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171
$242K 0.06%
9,000
172
$240K 0.06%
+4,437
173
$235K 0.06%
8,181
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174
$235K 0.06%
20,608
175
$234K 0.06%
3,407
-1,035
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