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
751
$735K 0.01%
8,400
752
$733K 0.01%
39,683
-3,469
753
$732K 0.01%
1,449
-35
754
$725K 0.01%
24,330
+16,310
755
$724K 0.01%
30,863
-8,665
756
$723K 0.01%
34,384
757
$715K 0.01%
11,411
-1,074
758
$712K 0.01%
14,730
-2,893
759
$700K 0.01%
56,848
+11,950
760
$696K 0.01%
75,715
-250
761
$692K 0.01%
68,801
+57
762
$691K 0.01%
+21,200
763
$688K 0.01%
53,395
-1,072
764
$686K 0.01%
3,899
-15
765
$686K 0.01%
6,428
+1
766
$685K 0.01%
26,725
+13,742
767
$685K 0.01%
13,600
768
$684K 0.01%
5,542
+451
769
$681K 0.01%
5,009
-18
770
$679K 0.01%
22,247
771
$678K 0.01%
4,679
-1,097
772
$678K 0.01%
3,407
+2,173
773
$677K 0.01%
16,313
-4,275
774
$675K 0.01%
+20,370
775
$672K 0.01%
14,977
+379
29 30
31
32 33