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
301
$325K 0.03%
5,346
-94,816
302
$324K 0.03%
9,748
+1,062
303
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8,834
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304
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305
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306
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1
307
$318K 0.03%
6,686
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308
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309
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31,458
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310
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2,149
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311
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6,060
+1,255
312
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3,726
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313
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314
$303K 0.03%
9,460
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315
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4,826
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316
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317
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318
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5,184
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320
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33,182
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322
$290K 0.03%
3,762
-82
323
$289K 0.03%
+4,129
324
$288K 0.03%
4,301
+245
325
$288K 0.03%
+1,811
11 12
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