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Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.5B
1-Year Est. Return 19.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.24%
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
501
– –
-10,006
502
– –
-12,961
503
– –
-40,910
504
– –
-4,896
505
– –
-2,304
506
– –
-6,535
507
– –
0
508
– –
-24,900
509
– –
-1,465
510
$0 ﹤0.01%
10,000
511
– –
-31,600
512
– –
-20,556
513
– –
-11,530
514
– –
-4,306
515
– –
-100,000
516
– –
-21,476
17 18 19 20
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