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
426
– –
-12,000
427
– –
-7,610
428
– –
-4,010
429
– –
-5,027
430
– –
-120
431
– –
-11,658
432
– –
0
433
– –
-5,604
434
– –
-70,342
435
– –
-1,693
436
– –
-25,336
437
– –
-1,752
438
– –
-4,811
439
– –
-1,953
440
– –
-3,186
441
– –
-2,751
442
– –
-11,097
443
– –
-12,589
444
– –
-3,508
445
– –
-8,462
446
– –
-17,058
447
– –
-4,319
448
– –
-60,660
449
– –
-12,386
450
– –
-5,850
15 16 17
18
19