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

Top Buys

1
+$12.9M
2
+$9.99M
3
+$7.02M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$6.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.86M

Top Sells

1
+$12.7M
2
+$11M
3
+$5.81M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.35M
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
326
$288K 0.04%
6,298
327
$287K 0.04%
3,071
-235
328
$286K 0.04%
1,825
+262
329
$285K 0.04%
+14,992
330
$283K 0.04%
+4,307
331
$283K 0.04%
2,024
+120
332
$278K 0.04%
3,864
+300
333
$277K 0.04%
9,595
+1,205
334
$277K 0.04%
15,097
335
$275K 0.04%
7,263
-3,308
336
$275K 0.04%
+6,420
337
$273K 0.04%
999
+43
338
$273K 0.04%
7,061
339
$272K 0.04%
+6,000
340
$269K 0.03%
+2,679
341
$269K 0.03%
3,296
+285
342
$266K 0.03%
+2,396
343
$265K 0.03%
2,081
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344
$265K 0.03%
5,470
+773
345
$265K 0.03%
3,292
-373
346
$264K 0.03%
1,373
+49
347
$264K 0.03%
7,237
348
$263K 0.03%
+8,523
349
$263K 0.03%
+10,617
350
$263K 0.03%
+3,713
12 13
14
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