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
351
$263K 0.03%
+1,406
352
$255K 0.03%
14,890
353
$255K 0.03%
2,952
-454
354
$255K 0.03%
+8,926
355
$253K 0.03%
+4,368
356
$249K 0.03%
13,967
357
$248K 0.03%
+2,351
358
$246K 0.03%
+5,586
359
$245K 0.03%
1,801
+87
360
$244K 0.03%
7,150
361
$244K 0.03%
+4,694
362
$244K 0.03%
+884
363
$243K 0.03%
1,676
-1,039
364
$243K 0.03%
+8,983
365
$243K 0.03%
32,985
366
$243K 0.03%
12,494
+1,766
367
$241K 0.03%
11,969
-2,876
368
$240K 0.03%
2,402
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369
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+3,257
370
$239K 0.03%
3,090
371
$238K 0.03%
2,960
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372
$238K 0.03%
6,050
-964
373
$236K 0.03%
5,313
374
$235K 0.03%
5,434
+30
375
$235K 0.03%
100,000
13 14
15
16 17