Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$15.3M
3
+$1.19M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.14M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.12M

Top Sells

1
+$23.8M
2
+$14.8M
3
+$1.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$952K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$551K

Sector Composition

1 Communication Services 42.05%
2 Technology 3.06%
3 Financials 1.73%
4 Healthcare 1.54%
5 Industrials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$112M 34.37%
1,770,708
2
$24M 7.33%
+951,902
3
$18.9M 5.77%
1,187,870
4
$15.4M 4.7%
288,738
-1,497
5
$15.3M 4.68%
+261,941
6
$14.7M 4.5%
307,759
+5,003
7
$14.3M 4.36%
291,292
+479
8
$13.3M 4.07%
292,826
+999
9
$9.34M 2.86%
72,875
+9,271
10
$5.21M 1.59%
184,236
-14,488
11
$5.15M 1.58%
23,829
+843
12
$4.12M 1.26%
156,564
+25,480
13
$3.14M 0.96%
167,795
+23,790
14
$2.53M 0.77%
11,828
-4
15
$1.87M 0.57%
45,048
-574,487
16
$1.57M 0.48%
18,009
+1,398
17
$1.48M 0.45%
13,992
+10,783
18
$1.43M 0.44%
35,560
-1,900
19
$1.41M 0.43%
11,924
-1,492
20
$1.25M 0.38%
21,695
-1,010
21
$1.24M 0.38%
31,358
+7,795
22
$1.12M 0.34%
+26,457
23
$1.12M 0.34%
25,221
-4,949
24
$1.11M 0.34%
8,645
-3,078
25
$1.09M 0.33%
14,034
+2,120
1
2 3 4 5