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
201
$228K 0.06%
+7,911
202
$226K 0.06%
+4,013
203
$218K 0.06%
+5,395
204
$217K 0.06%
6,875
-1,306
205
$217K 0.06%
+2,674
206
$216K 0.06%
+3,158
207
$214K 0.06%
11,060
+814
208
$214K 0.06%
+1,600
209
$212K 0.06%
8,513
+949
210
$207K 0.06%
+2,059
211
$204K 0.06%
+107
212
$202K 0.06%
2,466
-18,065
213
$200K 0.06%
+3,282
214
$200K 0.06%
3,249
-158
215
$194K 0.05%
15,224
216
$177K 0.05%
+15,000
217
$171K 0.05%
15,339
+995
218
$161K 0.04%
+5,051
219
$158K 0.04%
+12,070
220
$158K 0.04%
11,417
221
$142K 0.04%
16,155
222
$138K 0.04%
+10,490
223
$137K 0.04%
2,985
-625
224
$125K 0.03%
5,310
225
$125K 0.03%
6,539
-3,236
7 8
9
10 11