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

Top Buys

1
+$13.6M
2
+$10.3M
3
+$7.22M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$6.65M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.01M

Top Sells

1
+$12.5M
2
+$11.1M
3
+$5.76M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.37M
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 0.04%
7,862
277
$370K 0.04%
11,823
-2,493
278
$368K 0.04%
+18,234
279
$367K 0.04%
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280
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6,058
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281
$358K 0.03%
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282
$358K 0.03%
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283
$357K 0.03%
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284
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285
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3,293
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286
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287
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288
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289
$347K 0.03%
5,066
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290
$345K 0.03%
2,391
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291
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292
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293
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294
$340K 0.03%
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295
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296
$339K 0.03%
1,573
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297
$331K 0.03%
2,632
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298
$329K 0.03%
3,971
+1,563
299
$327K 0.03%
6,134
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300
$325K 0.03%
5,775
-51
10 11
12
13 14