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
376
$233K 0.03%
+4,200
377
$228K 0.03%
2,406
+132
378
$225K 0.03%
1,494
+53
379
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5,499
380
$224K 0.03%
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+200
381
$222K 0.03%
15,210
382
$220K 0.03%
+3,120
383
$218K 0.03%
4,966
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384
$218K 0.03%
5,700
385
$217K 0.03%
+5,024
386
$217K 0.03%
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387
$217K 0.03%
+1,911
388
$216K 0.03%
11,965
389
$214K 0.03%
3,145
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390
$213K 0.03%
7,336
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391
$211K 0.03%
15,860
-90
392
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393
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1,271
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395
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396
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397
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11,060
398
$205K 0.03%
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399
$204K 0.03%
2,124
-1,961
400
$202K 0.03%
+819
14 15
16
17 18