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
726
$706K 0.01%
10,378
+4,023
727
$705K 0.01%
12,585
-53
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4,627
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9,509
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731
$697K 0.01%
7,137
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732
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733
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734
$694K 0.01%
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735
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736
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12,924
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737
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27,134
-10,930
738
$687K 0.01%
42,673
+1,280
739
$686K 0.01%
3,911
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740
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743
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13,600
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12,629
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745
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5,027
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$674K 0.01%
83,900
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748
$671K 0.01%
17,086
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749
$669K 0.01%
4,218
-3,410
750
$668K 0.01%
+6,572
28 29
30
31 32