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
$481M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$98.2M
2
+$4.25M
3
+$2.82M
4
STWD icon
Starwood Property Trust
STWD
+$2.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.16M

Top Sells

1
+$10.6M
2
+$2.54M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.12M
5
OGE icon
OGE Energy
OGE
+$1.06M

Sector Composition

1 Communication Services 26.7%
2 Technology 7.13%
3 Financials 3.2%
4 Real Estate 2.37%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$265K 0.06%
+17,760
202
$263K 0.05%
17,756
203
$261K 0.05%
9,640
+939
204
$261K 0.05%
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+180
205
$261K 0.05%
2,152
-1,286
206
$261K 0.05%
3,705
+284
207
$259K 0.05%
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208
$258K 0.05%
5,313
-4,688
209
$258K 0.05%
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210
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-25
211
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212
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8,571
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213
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1,144
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214
$247K 0.05%
+7,382
215
$244K 0.05%
+2,691
216
$241K 0.05%
+2,600
217
$239K 0.05%
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218
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219
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220
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221
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222
$230K 0.05%
15,210
-351
223
$229K 0.05%
3,077
-751
224
$227K 0.05%
5,291
-104
225
$224K 0.05%
+2,500
7 8
9
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