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
451
$205K 0.01%
+5,140
452
$204K 0.01%
+1,594
453
$204K 0.01%
+1,913
454
$203K 0.01%
+281
455
$203K 0.01%
4,939
-129
456
$200K 0.01%
+1,016
457
$200K 0.01%
2,322
-630
458
$199K 0.01%
18,934
459
$192K 0.01%
+11,739
460
$192K 0.01%
10,157
+22
461
$188K 0.01%
10,984
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462
$179K 0.01%
32,239
-22
463
$164K 0.01%
16,020
-19
464
$155K 0.01%
11,417
-622
465
$151K 0.01%
17,219
+249
466
$137K 0.01%
11,246
-5,425
467
$137K 0.01%
+25,852
468
$134K 0.01%
5,421
469
$127K 0.01%
3,667
470
$123K 0.01%
50,000
471
$71K ﹤0.01%
27,154
472
$64K ﹤0.01%
266
473
$61K ﹤0.01%
26,800
474
$17K ﹤0.01%
8,993
-147
475
– –
0
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19
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