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
701
$709K 0.01%
68,744
-85,372
702
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47,495
703
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14,597
704
$704K 0.01%
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11,582
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711
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16,145
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712
$687K 0.01%
27,312
-6,986
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9,828
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715
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719
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15,591
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721
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17,821
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722
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36,176
+2,762
723
$666K 0.01%
1,341
-64
724
$665K 0.01%
12,274
+859
725
$665K 0.01%
+26,344
27 28
29
30 31