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
$327M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$15.3M
3
+$1.19M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.14M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.12M

Top Sells

1
+$23.8M
2
+$14.8M
3
+$1.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$952K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$551K

Sector Composition

1 Communication Services 42.05%
2 Technology 3.06%
3 Financials 1.73%
4 Healthcare 1.54%
5 Industrials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-4,571
177
– –
-9,650
178
– –
-6,208
179
– –
-1,498
180
– –
-4,745
181
– –
-5,321
182
– –
-189,397
183
– –
-7,996
184
– –
-9,707
4 5 6 7
8