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
301
$395K 0.03%
7,155
-10
302
$390K 0.03%
47,686
+9,986
303
$390K 0.03%
+4,603
304
$389K 0.03%
3,194
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305
$382K 0.02%
2,945
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306
$380K 0.02%
5,957
+317
307
$378K 0.02%
29,498
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308
$375K 0.02%
+13,323
309
$374K 0.02%
3,988
-24
310
$372K 0.02%
364
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311
$369K 0.02%
10,509
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312
$368K 0.02%
+7,608
313
$363K 0.02%
+1,391
314
$361K 0.02%
+20,688
315
$360K 0.02%
878
-11
316
$358K 0.02%
3,278
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317
$357K 0.02%
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$357K 0.02%
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319
$357K 0.02%
8,402
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$356K 0.02%
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321
$356K 0.02%
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322
$355K 0.02%
+4,285
323
$352K 0.02%
+16,710
324
$352K 0.02%
9,370
+740
325
$350K 0.02%
3,177
+82
11 12
13
14 15