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
$583M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.2M
3
+$11.4M
4
SSP icon
E.W. Scripps
SSP
+$8.49M
5
IYF icon
iShares US Financials ETF
IYF
+$4.63M

Top Sells

1
+$17.6M
2
+$14.6M
3
+$6.31M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$3.59M
5
IWD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$134M 21.32%
1,604,062
2
$21.6M 3.44%
582,468
+46,584
3
$19.8M 3.16%
181,256
+27,506
4
$19.7M 3.15%
678,124
-58,841
5
$19M 3.03%
207,604
-1,041
6
$18.7M 2.99%
297,136
-36,467
7
$17.8M 2.84%
1,024,570
+489,904
8
$17.7M 2.83%
254,359
+54,287
9
$17.5M 2.79%
67,938
+6,007
10
$17.3M 2.77%
+213,700
11
$14.2M 2.26%
+240,318
12
$13.9M 2.22%
194,722
-88,238
13
$11.4M 1.82%
+222,008
14
$11.1M 1.78%
263,184
+49,580
15
$6.83M 1.09%
137,728
+41,003
16
$6.34M 1.01%
140,046
+66,651
17
$6.17M 0.99%
40,474
-2,390
18
$4.63M 0.74%
+80,794
19
$4.49M 0.72%
44,651
+9,566
20
$4.39M 0.7%
112,498
+34,844
21
$4.25M 0.68%
14,372
-515
22
$4.07M 0.65%
+98,284
23
$4M 0.64%
105,251
+25,178
24
$3.99M 0.64%
+74,232
25
$3.63M 0.58%
67,765
+1,324
1
2 3 4 5