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
401
$201K 0.02%
+5,295
402
$201K 0.02%
+8,595
403
$200K 0.02%
15,222
-2,000
404
$193K 0.02%
17,000
405
$188K 0.02%
10,287
-3,983
406
$186K 0.02%
20,110
-6,772
407
$185K 0.02%
16,155
408
$184K 0.02%
32,261
+800
409
$173K 0.02%
4,202
+62
410
$172K 0.02%
19,528
411
$168K 0.02%
16,039
412
$159K 0.02%
12,405
413
$142K 0.01%
+10,221
414
$123K 0.01%
5,421
415
$117K 0.01%
16,671
+3,000
416
$114K 0.01%
+3,667
417
$100K 0.01%
+16,450
418
$100K 0.01%
+50,000
419
$87K 0.01%
266
420
$67K 0.01%
27,154
421
$60K 0.01%
+9,140
422
$59K 0.01%
3,530
423
$1K ﹤0.01%
10,000
424
– –
0
425
– –
-12,000
15 16
17
18 19