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
426
$225K 0.02%
+1,236
427
$224K 0.02%
+2,073
428
$223K 0.02%
14,727
-392
429
$222K 0.02%
23,272
-36,357
430
$222K 0.02%
18,458
+258
431
$222K 0.02%
+5,052
432
$221K 0.02%
6,000
433
$220K 0.02%
+2,984
434
$217K 0.02%
32,985
435
$216K 0.02%
+2,170
436
$215K 0.02%
26,175
-65
437
$214K 0.02%
+2,627
438
$214K 0.02%
+11,520
439
$214K 0.02%
23,700
+4,172
440
$214K 0.02%
+10,145
441
$211K 0.02%
16,314
+159
442
$210K 0.02%
25,000
443
$210K 0.02%
+2,097
444
$208K 0.02%
+5,269
445
$207K 0.02%
+3,793
446
$206K 0.02%
2,092
-2,813
447
$206K 0.02%
+5,877
448
$206K 0.02%
+4,855
449
$206K 0.02%
+9,058
450
$206K 0.02%
1,175
-593
16 17
18
19 20