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
176
$272K 0.08%
+10,508
177
$271K 0.08%
3,828
-1,642
178
$265K 0.07%
14,876
+1,947
179
$265K 0.07%
+13,202
180
$263K 0.07%
+9,885
181
$262K 0.07%
+4,000
182
$261K 0.07%
17,756
+1,214
183
$261K 0.07%
+1,366
184
$261K 0.07%
+1,844
185
$260K 0.07%
15,702
+3,000
186
$260K 0.07%
+13,745
187
$259K 0.07%
4,749
-654
188
$255K 0.07%
8,507
+5
189
$252K 0.07%
+7,806
190
$249K 0.07%
+5,200
191
$242K 0.07%
5,834
-9,510
192
$242K 0.07%
4,996
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193
$241K 0.07%
+1,729
194
$238K 0.07%
20,608
195
$235K 0.07%
8,701
-15,937
196
$235K 0.07%
+3,421
197
$234K 0.06%
+788
198
$230K 0.06%
5,124
-1,674
199
$230K 0.06%
15,561
+17
200
$229K 0.06%
+1,956
6 7
8
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