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
$611M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.13M
3
+$3.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.97M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.67M

Top Sells

1
+$17.3M
2
+$8.02M
3
+$6.61M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.91M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$1.35M

Sector Composition

1 Communication Services 26.93%
2 Technology 6.08%
3 Financials 3.7%
4 Healthcare 2.32%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$322K 0.05%
+15,000
202
$321K 0.05%
4,847
+1,080
203
$320K 0.05%
7,795
+894
204
$320K 0.05%
5,123
+28
205
$319K 0.05%
1,282
+301
206
$315K 0.04%
11,914
-1,890
207
$311K 0.04%
3,766
-209,934
208
$310K 0.04%
3,420
+1
209
$309K 0.04%
4,095
+1,010
210
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1,642
+164
211
$307K 0.04%
5,598
+1,212
212
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9,336
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213
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7,210
-500
214
$300K 0.04%
7,561
215
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216
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217
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3,385
218
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10,820
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219
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10,561
220
$289K 0.04%
21,753
-48
221
$288K 0.04%
2,896
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222
$288K 0.04%
6,298
223
$286K 0.04%
100,000
224
$286K 0.04%
+1,960
225
$285K 0.04%
3,442
-50
7 8
9
10 11