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
$11.2B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,279
New
Increased
Reduced
Closed

Top Buys

1
+$444M
2
+$56M
3
+$25M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$24.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$23.7M

Top Sells

1
+$298M
2
+$50.8M
3
+$25.4M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$23.5M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$18.8M

Sector Composition

1 Technology 14%
2 Healthcare 4.26%
3 Financials 4.13%
4 Consumer Discretionary 3.5%
5 Communication Services 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$812K 0.01%
23,621
-1,582
677
$800K 0.01%
12,531
+1,204
678
$794K 0.01%
30,994
679
$791K 0.01%
2,412
-287
680
$789K 0.01%
16,918
-1,280
681
$787K 0.01%
16,131
+690
682
$784K 0.01%
16,711
+4,809
683
$780K 0.01%
3,805
-63
684
$773K 0.01%
10,528
-637
685
$773K 0.01%
2,977
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686
$769K 0.01%
5,917
-6,901
687
$767K 0.01%
16,923
-22,040
688
$767K 0.01%
32,881
-14,612
689
$758K 0.01%
25,571
-1,534
690
$749K 0.01%
35,468
+9,248
691
$741K 0.01%
6,310
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692
$740K 0.01%
12,638
-1,946
693
$740K 0.01%
37,926
+20
694
$733K 0.01%
7,380
+654
695
$728K 0.01%
44,248
-1,742
696
$727K 0.01%
48,366
+700
697
$724K 0.01%
21,426
-1,851
698
$721K 0.01%
2,694
+1,530
699
$713K 0.01%
4,912
+25
700
$710K 0.01%
+7,158
26 27
28
29 30