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
$611M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.13M
3
+$3.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.97M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.67M

Top Sells

1
+$17.3M
2
+$8.02M
3
+$6.61M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.91M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$1.35M

Sector Composition

1 Communication Services 26.93%
2 Technology 6.08%
3 Financials 3.7%
4 Healthcare 2.32%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$392K 0.06%
2,275
+505
177
$383K 0.05%
+3,302
178
$381K 0.05%
+3,019
179
$377K 0.05%
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180
$375K 0.05%
9,882
181
$373K 0.05%
19,050
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182
$370K 0.05%
40,000
183
$369K 0.05%
12,043
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184
$369K 0.05%
3,350
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185
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5,144
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186
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187
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18,862
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188
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189
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2,000
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190
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191
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193
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194
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195
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196
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6,858
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197
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3,669
-3,740
198
$332K 0.05%
8,704
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199
$330K 0.05%
11,000
200
$326K 0.05%
5,718
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