Lido Advisors Portfolio holdings
AUM
$19.1B
This Quarter Return
+6.21%
1 Year Return
+10.87%
3 Year Return
+39.58%
5 Year Return
+65.07%
10 Year Return
–
AUM
$361M
AUM Growth
+$361M
(-11%)
Cap. Flow
-$62.1M
Cap. Flow
% of AUM
-17.2%
Top 10 Holdings %
Top 10 Hldgs %
46.24%
Holding
291
New
70
Increased
84
Reduced
63
Closed
53
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$17.4M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$17.2M |
| 3 |
Analog Devices
ADI
|
$16M |
| 4 |
SPDR S&P Telecom ETF
XTL
|
$15.1M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$12.8M |
Top Sells
Sector Composition
| 1 | Technology | 9.86% |
| 2 | Communication Services | 7.8% |
| 3 | Financials | 3.64% |
| 4 | Healthcare | 2.77% |
| 5 | Industrials | 2.62% |
