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
151
$301K 0.08%
5,542
+2,303
152
$301K 0.08%
3,615
+137
153
$300K 0.08%
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+594
154
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155
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156
$291K 0.08%
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157
$289K 0.08%
3,294
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158
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159
$288K 0.08%
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161
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162
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163
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164
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165
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169
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170
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171
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1,637
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172
$275K 0.08%
+8,218
173
$273K 0.08%
5,402
+1,202
174
$273K 0.08%
+7,452
175
$272K 0.08%
+2,781
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