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
26
$10.7M 0.69%
94,951
+36,263
27
$10.6M 0.69%
99,247
+93,543
28
$10.6M 0.69%
257,786
+230,244
29
$10.1M 0.66%
297,711
+40,509
30
$9.99M 0.65%
90,719
+33,950
31
$9.83M 0.64%
167,177
-3,606
32
$9.81M 0.64%
205,960
+80,292
33
$9.79M 0.64%
48,811
+46,884
34
$9.32M 0.61%
85,970
+32,030
35
$9.11M 0.59%
154,840
+16,540
36
$8.85M 0.57%
+51,287
37
$8.21M 0.53%
72,133
-50,944
38
$6.59M 0.43%
45,555
+6,916
39
$6.18M 0.4%
342,138
+46,492
40
$6.07M 0.39%
120,296
-8,078
41
$5.22M 0.34%
51,601
+5,948
42
$5.15M 0.33%
198,310
+26,879
43
$5.07M 0.33%
100,482
+61,239
44
$5.06M 0.33%
201,672
+83,696
45
$5.04M 0.33%
28,011
-4,820
46
$4.97M 0.32%
207,034
-40,938
47
$4.86M 0.32%
29,153
-977
48
$4.76M 0.31%
16,734
+6,469
49
$4.67M 0.3%
+50,948
50
$4.56M 0.3%
83,324
+16,336
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