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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,344
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$203M
3
+$113M
4
RTX icon
RTX Corp
RTX
+$73.6M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$64.8M

Top Sells

1
+$46.6M
2
+$45.1M
3
+$41M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$20.4M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$17.4M

Sector Composition

1 Technology 16.5%
2 Financials 4.19%
3 Healthcare 4.08%
4 Consumer Discretionary 3.83%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.36M 0.04%
74,261
-337
277
$5.35M 0.04%
141,966
-10,418
278
$5.34M 0.04%
6,590
-457
279
$5.31M 0.04%
40,244
+228
280
$5.3M 0.04%
226,017
+9,005
281
$5.25M 0.04%
36,023
-4,336
282
$5.15M 0.04%
107,655
-9,564
283
$5.09M 0.04%
76,213
+17,747
284
$5.07M 0.04%
43,236
-609
285
$5.05M 0.04%
107,119
+18,473
286
$5M 0.04%
311,833
+1,800
287
$4.98M 0.04%
47,814
-840
288
$4.95M 0.04%
59,074
+944
289
$4.93M 0.04%
37,267
+829
290
$4.88M 0.04%
98,972
-10,159
291
$4.88M 0.04%
413,884
292
$4.83M 0.04%
27,740
+2,814
293
$4.77M 0.04%
5,725
+474
294
$4.73M 0.04%
83,324
-1,793
295
$4.71M 0.04%
44,379
+817
296
$4.63M 0.03%
18,130
+6,267
297
$4.56M 0.03%
139,063
298
$4.55M 0.03%
61,729
-12,020
299
$4.5M 0.03%
13,897
+537
300
$4.49M 0.03%
71,453
-2,762
10 11
12
13 14