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
$324M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$3.87M
3
+$3.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.79M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.73M

Top Sells

1
+$2.13M
2
+$1.63M
3
+$1.06M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$978K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$923K

Sector Composition

1 Communication Services 42.12%
2 Technology 2.97%
3 Financials 2.37%
4 Healthcare 2.26%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-4,432
177
– –
-18,000
178
– –
-5,250
179
– –
-4,435
180
– –
-3,794
181
– –
-900
182
– –
-11,387
4 5 6 7
8