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
$583M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.2M
3
+$11.4M
4
SSP icon
E.W. Scripps
SSP
+$8.49M
5
IYF icon
iShares US Financials ETF
IYF
+$4.63M

Top Sells

1
+$17.6M
2
+$14.6M
3
+$6.31M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$3.59M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.07M

Sector Composition

1 Communication Services 27.8%
2 Technology 7.13%
3 Financials 3.7%
4 Healthcare 2.01%
5 Real Estate 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$359K 0.06%
13,847
+2,762
177
$358K 0.06%
1,479
-42
178
$358K 0.06%
3,245
179
$350K 0.06%
7,008
+307
180
$350K 0.06%
17,930
+2,448
181
$350K 0.06%
5,450
+2,373
182
$344K 0.05%
11,235
+2,664
183
$344K 0.05%
18,109
+3,609
184
$342K 0.05%
11,834
+2,661
185
$341K 0.05%
6,692
-7,107
186
$339K 0.05%
5,129
+1,975
187
$338K 0.05%
13,804
+4,164
188
$336K 0.05%
3,044
-3,287
189
$333K 0.05%
11,000
190
$332K 0.05%
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191
$329K 0.05%
3,180
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192
$329K 0.05%
+3,400
193
$328K 0.05%
9,823
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194
$327K 0.05%
1,770
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195
$316K 0.05%
+3,419
196
$312K 0.05%
3,822
-1,036
197
$311K 0.05%
5,748
+435
198
$305K 0.05%
6,901
-4,692
199
$303K 0.05%
7,561
+500
200
$299K 0.05%
3,385
+91
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