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
$361M
AUM Growth
-$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$17.2M
3
+$16M
4
XTL icon
SPDR S&P Telecom ETF
XTL
+$15.1M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$12.8M

Top Sells

1
+$114M
2
+$15.3M
3
+$13.9M
4
SSP icon
E.W. Scripps
SSP
+$13.3M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$5.97M

Sector Composition

1 Technology 9.86%
2 Communication Services 7.8%
3 Financials 3.64%
4 Healthcare 2.77%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.2M 5.87%
766,812
-215,754
2
$19.7M 5.45%
295,302
+5,093
3
$19.2M 5.32%
568,552
+513,896
4
$19.2M 5.31%
347,695
-4,636
5
$17.2M 4.75%
+720,169
6
$16M 4.42%
+208,865
7
$15.1M 4.18%
+215,222
8
$14.9M 4.13%
143,220
+122,715
9
$12.7M 3.51%
52,987
+20,698
10
$11.8M 3.28%
166,708
-1,604,000
11
$10.6M 2.93%
218,666
-94,022
12
$9.33M 2.58%
489,904
-697,966
13
$8.78M 2.43%
134,888
+89,884
14
$8.5M 2.35%
222,272
+3,036
15
$6.15M 1.7%
43,291
-37,429
16
$4.41M 1.22%
18,271
+606
17
$4.16M 1.15%
66,813
+57,723
18
$3.71M 1.03%
14,887
+3,014
19
$3.3M 0.91%
77,006
+52,016
20
$3.15M 0.87%
27,434
+7,747
21
$3.08M 0.85%
+117,606
22
$2.76M 0.76%
40,003
+9,582
23
$2.66M 0.74%
31,193
+11,493
24
$2.54M 0.7%
+67,372
25
$2.53M 0.7%
86,456
-89,848
1
2 3 4 5