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
401
$248K 0.02%
+1,290
402
$246K 0.02%
+3,858
403
$246K 0.02%
+4,776
404
$246K 0.02%
+2,709
405
$244K 0.02%
+1,661
406
$243K 0.02%
+1,377
407
$243K 0.02%
6,910
408
$242K 0.02%
+11,730
409
$241K 0.02%
+8,525
410
$240K 0.02%
2,770
-133
411
$240K 0.02%
100,000
412
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+4,620
413
$239K 0.02%
5,217
-3,632
414
$237K 0.02%
+3,911
415
$236K 0.02%
16,665
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416
$234K 0.02%
5,662
-288
417
$232K 0.02%
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418
$230K 0.01%
4,760
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419
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420
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3,428
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421
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1,917
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422
$226K 0.01%
14,116
423
$226K 0.01%
4,004
424
$226K 0.01%
4,308
-39,604
425
$225K 0.01%
868
-157
15 16
17
18 19