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
726
$812K 0.01%
42,844
727
$809K 0.01%
3,012
+96
728
$806K 0.01%
18,121
+354
729
$802K 0.01%
3,785
-3
730
$800K 0.01%
16,575
-83
731
$799K 0.01%
900
+81
732
$798K 0.01%
10,119
733
$798K 0.01%
13,480
+895
734
$796K 0.01%
+24,502
735
$793K 0.01%
12,181
-448
736
$789K 0.01%
15,506
+1,438
737
$777K 0.01%
2,439
-73
738
$770K 0.01%
46,895
739
$767K 0.01%
4,304
+438
740
$765K 0.01%
8,937
-1,624
741
$758K 0.01%
10,734
-145
742
$756K 0.01%
4,193
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743
$752K 0.01%
7,936
+51
744
$751K 0.01%
+29,868
745
$750K 0.01%
5,746
-448
746
$749K 0.01%
7,190
+18
747
$746K 0.01%
14,596
-871
748
$740K 0.01%
+32,018
749
$739K 0.01%
15,013
+1,940
750
$736K 0.01%
+1,997
28 29
30
31 32