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
26
$6.15M 0.6%
289,035
+89,897
27
$6.07M 0.59%
35,918
+3,153
28
$5.89M 0.57%
52,914
+6,247
29
$5.73M 0.56%
33,132
-1,168
30
$5.23M 0.51%
46,392
+20,618
31
$4.51M 0.44%
24,233
+3,624
32
$4.4M 0.43%
29,294
+4,589
33
$4.34M 0.42%
20,254
+11,489
34
$4.33M 0.42%
100,891
-42,824
35
$4.26M 0.41%
30,820
+4,322
36
$3.84M 0.37%
77,395
-1,425
37
$3.68M 0.36%
11,592
-2,184
38
$3.48M 0.34%
155,746
-7,547
39
$3.43M 0.33%
116,324
+36,309
40
$3.38M 0.33%
69,460
+7,557
41
$3.37M 0.33%
71,313
+3,271
42
$3.36M 0.33%
56,380
-340
43
$3.36M 0.33%
57,572
+2,688
44
$3.23M 0.31%
21,495
+3,954
45
$3.22M 0.31%
84,876
+9,402
46
$3.17M 0.31%
37,710
+2,404
47
$3.08M 0.3%
58,543
+8,904
48
$3.06M 0.3%
+144,488
49
$3.02M 0.29%
124,383
+61,100
50
$2.91M 0.28%
69,601
+10,229
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