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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,344
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$203M
3
+$113M
4
RTX icon
RTX Corp
RTX
+$73.6M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$64.8M

Top Sells

1
+$46.6M
2
+$45.1M
3
+$41M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$20.4M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$17.4M

Sector Composition

1 Technology 16.5%
2 Financials 4.19%
3 Healthcare 4.08%
4 Consumer Discretionary 3.83%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$921K 0.01%
10,249
-1,122
677
$913K 0.01%
55,028
+1,487
678
$908K 0.01%
2,111
+803
679
$904K 0.01%
9,083
680
$904K 0.01%
3,352
+13
681
$903K 0.01%
5,281
-102
682
$903K 0.01%
15,750
+1,277
683
$902K 0.01%
15,705
-430
684
$899K 0.01%
13,032
-833
685
$896K 0.01%
78,941
+2,346
686
$896K 0.01%
5,933
+335
687
$894K 0.01%
6,623
+561
688
$894K 0.01%
+27,731
689
$890K 0.01%
21,569
-26,213
690
$888K 0.01%
12,177
-655
691
$887K 0.01%
21,688
-1,580
692
$886K 0.01%
106,689
-500
693
$883K 0.01%
6,339
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694
$882K 0.01%
34,303
-2,356
695
$882K 0.01%
7,431
+294
696
$878K 0.01%
24,786
-22,377
697
$878K 0.01%
7,634
-2,357
698
$873K 0.01%
59,613
+1,233
699
$871K 0.01%
7,190
-233
700
$870K 0.01%
42,940
+2,298
26 27
28
29 30