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
351
$306K 0.02%
8,390
+1,060
352
$304K 0.02%
4,941
+86
353
$304K 0.02%
+8,662
354
$302K 0.02%
2,179
-154
355
$301K 0.02%
1
356
$300K 0.02%
+4,200
357
$300K 0.02%
+6,204
358
$300K 0.02%
+2,838
359
$299K 0.02%
4,364
+206
360
$299K 0.02%
+2,496
361
$298K 0.02%
3,127
+6
362
$298K 0.02%
+4,256
363
$297K 0.02%
2,302
+110
364
$294K 0.02%
3,369
+177
365
$293K 0.02%
+1,311
366
$293K 0.02%
2,793
-297
367
$291K 0.02%
3,028
-1,338
368
$287K 0.02%
9,648
-264
369
$287K 0.02%
7,987
370
$287K 0.02%
+2,130
371
$286K 0.02%
3,031
+169
372
$283K 0.02%
16,160
+1,063
373
$283K 0.02%
+15,354
374
$280K 0.02%
6,581
+545
375
$279K 0.02%
+19,118
13 14
15
16 17