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
$11.2B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,279
New
Increased
Reduced
Closed

Top Buys

1
+$444M
2
+$56M
3
+$25M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$24.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$23.7M

Top Sells

1
+$298M
2
+$50.8M
3
+$25.4M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$23.5M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$18.8M

Sector Composition

1 Technology 14%
2 Healthcare 4.26%
3 Financials 4.13%
4 Consumer Discretionary 3.5%
5 Communication Services 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.7M 0.02%
243,065
-9,070
352
$2.69M 0.02%
53,732
+1,117
353
$2.68M 0.02%
13,290
-65
354
$2.67M 0.02%
2,629
+252
355
$2.64M 0.02%
+11,005
356
$2.64M 0.02%
89,180
+333
357
$2.63M 0.02%
+36,905
358
$2.63M 0.02%
89,968
-19,654
359
$2.6M 0.02%
195,973
+25,881
360
$2.6M 0.02%
11,220
+192
361
$2.59M 0.02%
110,777
+37,808
362
$2.58M 0.02%
124,107
+132
363
$2.57M 0.02%
54,151
-188
364
$2.52M 0.02%
26,038
-737
365
$2.51M 0.02%
19,222
+4,170
366
$2.5M 0.02%
60,152
+42,570
367
$2.5M 0.02%
15,281
+859
368
$2.48M 0.02%
32,210
+13,832
369
$2.47M 0.02%
18,952
+326
370
$2.46M 0.02%
24,466
-1,628
371
$2.44M 0.02%
51,799
+11,177
372
$2.4M 0.02%
92,307
-6,140
373
$2.37M 0.02%
58,967
-429
374
$2.36M 0.02%
53,789
375
$2.35M 0.02%
32,093
-1,848
13 14
15
16 17