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
326
$288K 0.03%
6,298
327
$287K 0.03%
3,071
-235
328
$286K 0.03%
1,825
+262
329
$285K 0.03%
+14,992
330
$283K 0.03%
+4,307
331
$283K 0.03%
2,024
+120
332
$278K 0.03%
3,864
+300
333
$277K 0.03%
9,595
+1,205
334
$277K 0.03%
15,097
335
$275K 0.03%
+6,420
336
$275K 0.03%
7,263
-3,308
337
$273K 0.03%
999
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338
$273K 0.03%
7,061
339
$272K 0.03%
+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
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345
$265K 0.03%
3,292
-373
346
$264K 0.03%
1,373
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347
$264K 0.03%
7,237
348
$263K 0.03%
+10,617
349
$263K 0.03%
+3,713
350
$263K 0.03%
+1,406
12 13
14
15 16