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
376
$279K 0.02%
3,876
-10
377
$276K 0.02%
+11,280
378
$275K 0.02%
+5,150
379
$274K 0.02%
+9,468
380
$273K 0.02%
+7,181
381
$273K 0.02%
+2,157
382
$269K 0.02%
18,182
+1,368
383
$268K 0.02%
5,314
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384
$268K 0.02%
+2,058
385
$264K 0.02%
7,061
386
$262K 0.02%
5,064
-1,369
387
$259K 0.02%
11,551
+3,002
388
$258K 0.02%
2,327
+200
389
$257K 0.02%
1,433
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390
$253K 0.02%
2,463
391
$253K 0.02%
+5,715
392
$253K 0.02%
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393
$253K 0.02%
254
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394
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395
$251K 0.02%
5,044
+1,131
396
$251K 0.02%
1,369
-22
397
$250K 0.02%
2,629
+287
398
$250K 0.02%
+5,857
399
$249K 0.02%
5,353
+75
400
$248K 0.02%
+7,096
14 15
16
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