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
$1.12B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$19.4M
3
+$18.8M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$16.7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16M

Top Sells

1
+$18M
2
+$6.9M
3
+$5.8M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.79M
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$2.44M

Sector Composition

1 Technology 7.25%
2 Real Estate 5.26%
3 Healthcare 4.83%
4 Financials 4.33%
5 Communication Services 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$451K 0.03%
3,494
-464
277
$448K 0.03%
10,950
+3,560
278
$447K 0.03%
+8,935
279
$446K 0.03%
+6,207
280
$445K 0.03%
2,679
+491
281
$443K 0.03%
+3,725
282
$443K 0.03%
+8,749
283
$441K 0.03%
35,616
+3,980
284
$441K 0.03%
59,710
285
$440K 0.03%
6,924
+78
286
$437K 0.03%
+16,680
287
$433K 0.03%
23,573
+12,513
288
$431K 0.03%
+6,798
289
$430K 0.03%
+847
290
$430K 0.03%
3,636
+162
291
$427K 0.03%
20,000
-91,493
292
$424K 0.03%
6,311
-822
293
$420K 0.03%
3,285
+23
294
$418K 0.03%
12,967
295
$413K 0.03%
8,742
-502
296
$413K 0.03%
3,258
+196
297
$412K 0.03%
13,610
+2,190
298
$406K 0.03%
4,759
299
$406K 0.03%
4,941
300
$400K 0.03%
30,144
10 11
12
13 14