Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$17.2M
2
+$13.2M
3
+$11.1M
4
SSP icon
E.W. Scripps
SSP
+$8.98M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$7.17M

Top Sells

1
+$16.6M
2
+$14.6M
3
+$6.07M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$3.59M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3M

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
$291K 0.05%
+21,801
205
$289K 0.05%
18,362
206
$287K 0.05%
3,492
+964
207
$286K 0.05%
+1,565
208
$280K 0.05%
15,097
-275
209
$280K 0.05%
5,095
-45
210
$279K 0.05%
13,938
+155
211
$278K 0.05%
6,512
-284
212
$278K 0.05%
6,298
-57
213
$275K 0.05%
+10,420
214
$275K 0.05%
7,710
-1,508
215
$275K 0.05%
40,000
216
$267K 0.05%
4,330
-2,075
217
$266K 0.05%
8,686
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218
$266K 0.05%
1,478
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219
$262K 0.04%
2,401
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220
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+3,568
221
$261K 0.04%
+6,230
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