Lido Advisors Portfolio holdings
AUM
$19.1B
1-Year Return
10.87%
This Quarter Return
+8.74%
1 Year Return
+10.87%
3 Year Return
+39.58%
5 Year Return
+65.07%
10 Year Return
–
AUM
$583M
AUM Growth
+$102M
(+21%)
Cap. Flow
+$58.5M
Cap. Flow
% of AUM
10.02%
Top 10 Holdings %
Top 10 Hldgs %
51.88%
Holding
341
New
70
Increased
116
Reduced
61
Closed
65
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$17.3M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
$14.2M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$11.4M |
| 4 |
E.W. Scripps
SSP
|
$8.49M |
| 5 |
iShares US Financials ETF
IYF
|
$4.63M |
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$17.6M |
| 2 |
SPDR S&P Telecom ETF
XTL
|
$14.6M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$6.31M |
| 4 |
iShares US Medical Devices ETF
IHI
|
$3.59M |
| 5 |
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% |
