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
751
$626K 0.01%
3,211
+420
752
$622K 0.01%
+16,706
753
$621K 0.01%
991
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754
$620K 0.01%
12,149
-18,324
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$619K 0.01%
9,123
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$617K 0.01%
5,090
+1
757
$616K 0.01%
12,858
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758
$615K 0.01%
6,099
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759
$614K 0.01%
74,900
760
$610K 0.01%
6,472
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761
$608K 0.01%
4,555
+1,646
762
$607K 0.01%
9,045
-1,740
763
$607K 0.01%
4,316
+2,208
764
$607K 0.01%
4,695
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765
$607K 0.01%
5,276
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766
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$601K 0.01%
21,278
769
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+45,000
770
$598K 0.01%
9,445
+337
771
$598K 0.01%
1,736
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772
$597K 0.01%
25,320
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773
$596K 0.01%
13,630
-10,766
774
$590K 0.01%
4,052
+2,292
775
$590K 0.01%
15,180
-853
29 30
31
32 33