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
$583M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.2M
3
+$11.4M
4
SSP icon
E.W. Scripps
SSP
+$8.49M
5
IYF icon
iShares US Financials ETF
IYF
+$4.63M

Top Sells

1
+$17.6M
2
+$14.6M
3
+$6.31M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$3.59M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.07M

Sector Composition

1 Communication Services 27.8%
2 Technology 7.13%
3 Financials 3.7%
4 Healthcare 2.01%
5 Real Estate 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$299K 0.05%
+8,582
202
$297K 0.05%
+4,964
203
$294K 0.05%
10,561
-19,395
204
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+21,801
205
$289K 0.05%
18,362
206
$287K 0.05%
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207
$286K 0.05%
+1,565
208
$280K 0.04%
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209
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210
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211
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212
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213
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214
$275K 0.04%
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215
$275K 0.04%
40,000
216
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217
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218
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219
$262K 0.04%
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220
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221
$261K 0.04%
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222
$261K 0.04%
4,078
-2,561
223
$261K 0.04%
+5,319
224
$259K 0.04%
17,756
225
$257K 0.04%
+2,100
7 8
9
10 11