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
$12.2B
AUM Growth
+$989M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,284
New
Increased
Reduced
Closed

Top Buys

1
+$258M
2
+$47.6M
3
+$42.4M
4
MSFT icon
Microsoft
MSFT
+$37.4M
5
NVDA icon
NVIDIA
NVDA
+$22.6M

Top Sells

1
+$84.1M
2
+$28.6M
3
+$17.6M
4
LMT icon
Lockheed Martin
LMT
+$12.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$11.9M

Sector Composition

1 Technology 16.34%
2 Healthcare 4.08%
3 Financials 3.89%
4 Consumer Discretionary 3.53%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$825K 0.01%
16,553
+8,882
677
$823K 0.01%
+18,432
678
$823K 0.01%
12,832
+165
679
$822K 0.01%
6,062
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680
$820K 0.01%
58,380
-18,636
681
$820K 0.01%
17,623
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682
$819K 0.01%
8,400
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683
$816K 0.01%
113,310
-14,500
684
$816K 0.01%
+15,426
685
$812K 0.01%
14,228
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686
$811K 0.01%
15,027
-123
687
$808K 0.01%
36,391
-26,650
688
$808K 0.01%
43,152
-33,426
689
$808K 0.01%
2,512
-127
690
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691
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692
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693
$801K 0.01%
11,113
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694
$801K 0.01%
32,965
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695
$798K 0.01%
+15,734
696
$790K 0.01%
39,895
-302
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$790K 0.01%
6,660
-820
698
$788K 0.01%
30,994
699
$786K 0.01%
1,563
+219
700
$784K 0.01%
39,415
-1,444
26 27
28
29 30