Lido Advisors Portfolio holdings
AUM
$19.1B
1-Year Return
10.87%
This Quarter Return
+6.94%
1 Year Return
+10.87%
3 Year Return
+39.58%
5 Year Return
+65.07%
10 Year Return
–
AUM
$405M
AUM Growth
+$78.4M
(+24%)
Cap. Flow
+$56.3M
Cap. Flow
% of AUM
13.89%
Top 10 Holdings %
Top 10 Hldgs %
67.54%
Holding
241
New
89
Increased
75
Reduced
33
Closed
20
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$15.3M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3.26M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$2.6M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$2.16M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$2.08M |
Top Sells
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$15.4M |
| 2 |
SPDR S&P Regional Banking ETF
KRE
|
$1.12M |
| 3 |
Vanguard Health Care ETF
VHT
|
$1.08M |
| 4 |
ProShares Short S&P500
SH
|
$743K |
| 5 |
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% |
