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
176
$225K 0.06%
8,502
+935
177
$225K 0.06%
15,544
+817
178
$221K 0.05%
+4,498
179
$221K 0.05%
+922
180
$220K 0.05%
1,047
-223
181
$219K 0.05%
+6,336
182
$216K 0.05%
+3,214
183
$216K 0.05%
+4,200
184
$215K 0.05%
15,224
185
$214K 0.05%
+5,480
186
$213K 0.05%
+5,200
187
$209K 0.05%
12,702
188
$206K 0.05%
+8,481
189
$205K 0.05%
+2,201
190
$204K 0.05%
+7,564
191
$204K 0.05%
+2,509
192
$202K 0.05%
+5,244
193
$201K 0.05%
+7,573
194
$201K 0.05%
+1,427
195
$200K 0.05%
+2,761
196
$196K 0.05%
+10,246
197
$185K 0.05%
+7,851
198
$175K 0.04%
4,217
-1,678
199
$165K 0.04%
+3,239
200
$161K 0.04%
+7,893
6 7
8
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