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
$774M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.99M
3
+$7.02M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$6.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.86M

Top Sells

1
+$12.7M
2
+$11M
3
+$5.81M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.35M
5
IQ icon
iQIYI
IQ
+$2.27M

Sector Composition

1 Technology 8.14%
2 Financials 5.46%
3 Communication Services 5.29%
4 Healthcare 3.73%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$374K 0.05%
7,862
277
$370K 0.05%
11,823
-2,493
278
$368K 0.05%
+18,234
279
$367K 0.05%
10,454
+1,576
280
$360K 0.05%
6,058
+508
281
$358K 0.05%
23,828
+2,129
282
$358K 0.05%
+2,481
283
$357K 0.05%
9,516
+1,332
284
$355K 0.05%
2,156
+105
285
$353K 0.05%
3,293
+457
286
$352K 0.05%
7,578
-436
287
$352K 0.05%
5,291
+596
288
$352K 0.05%
4,965
+171
289
$347K 0.04%
5,066
+568
290
$345K 0.04%
2,391
+329
291
$341K 0.04%
+6,003
292
$341K 0.04%
8,506
293
$341K 0.04%
6,252
-1,223
294
$340K 0.04%
8,075
+88
295
$339K 0.04%
10,750
-320
296
$339K 0.04%
1,573
+281
297
$331K 0.04%
2,632
+303
298
$329K 0.04%
3,971
+1,563
299
$327K 0.04%
6,134
+9
300
$325K 0.04%
5,775
-51
10 11
12
13 14