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
$1.12B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$18.3M
3
+$18M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$15.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$15.3M

Top Sells

1
+$16.7M
2
+$6.56M
3
+$5.52M
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
$239K 0.02%
+4,620
413
$239K 0.02%
5,217
-3,632
414
$237K 0.02%
+3,911
415
$236K 0.02%
16,665
+805
416
$234K 0.02%
5,662
-288
417
$232K 0.02%
5,927
-162
418
$230K 0.02%
4,760
+448
419
$229K 0.02%
+9,213
420
$229K 0.02%
3,428
+8
421
$228K 0.02%
1,917
+57
422
$226K 0.02%
14,116
423
$226K 0.02%
4,004
424
$226K 0.02%
4,308
-39,604
425
$225K 0.02%
868
-157
15 16
17
18 19