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
376
$233K 0.02%
+4,200
377
$228K 0.02%
2,406
+132
378
$225K 0.02%
1,494
+53
379
$225K 0.02%
5,499
380
$224K 0.02%
2,330
+200
381
$222K 0.02%
15,210
382
$220K 0.02%
+3,120
383
$218K 0.02%
4,966
+425
384
$218K 0.02%
5,700
385
$217K 0.02%
+5,024
386
$217K 0.02%
+6,000
387
$217K 0.02%
+1,911
388
$216K 0.02%
11,965
389
$214K 0.02%
3,145
+180
390
$213K 0.02%
7,336
+282
391
$211K 0.02%
15,860
-90
392
$209K 0.02%
+3,810
393
$208K 0.02%
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394
$207K 0.02%
1,271
-14,522
395
$205K 0.02%
11,060
396
$205K 0.02%
20,608
397
$205K 0.02%
+7,765
398
$205K 0.02%
+12,190
399
$204K 0.02%
2,124
-1,961
400
$202K 0.02%
+819
14 15
16
17 18