Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
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
+$48.3M
2
+$19.4M
3
+$18.8M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$16.7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16M

Top Sells

1
+$18M
2
+$6.9M
3
+$5.8M
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
51
$4.55M 0.3%
176,999
+133,188
52
$4.48M 0.29%
28,682
+5,619
53
$4.47M 0.29%
29,182
-5,249
54
$4.43M 0.29%
82,031
+7,121
55
$4.36M 0.28%
113,825
+15,411
56
$4.34M 0.28%
137,818
+18,671
57
$4.31M 0.28%
+58,291
58
$4.27M 0.28%
79,496
+7,005
59
$4.01M 0.26%
19,978
-2,046
60
$3.54M 0.23%
13,656
+3,595
61
$3.52M 0.23%
43,550
+11,790
62
$3.51M 0.23%
61,842
+25,019
63
$3.49M 0.23%
33,522
+9,090
64
$3.48M 0.23%
59,692
+14,816
65
$3.47M 0.23%
59,100
-2,300
66
$3.38M 0.22%
41,955
+15,287
67
$3.35M 0.22%
69,386
+9,071
68
$3.32M 0.22%
8,708
+1,542
69
$3.29M 0.21%
76,749
+1,861
70
$3.23M 0.21%
41,140
-2,602
71
$3.21M 0.21%
+42,855
72
$3.15M 0.2%
11,670
+139
73
$2.94M 0.19%
39,582
+797
74
$2.9M 0.19%
105,057
-17,289
75
$2.89M 0.19%
122,180
+40,235
1 2
3
4 5