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
926
$407K ﹤0.01%
7,064
+584
927
$406K ﹤0.01%
4,136
+185
928
$406K ﹤0.01%
+2,019
929
$404K ﹤0.01%
12,030
-225
930
$404K ﹤0.01%
75,450
+47,545
931
$403K ﹤0.01%
3,229
-3
932
$401K ﹤0.01%
22,783
+298
933
$400K ﹤0.01%
56,161
-1,100
934
$397K ﹤0.01%
20,903
+500
935
$396K ﹤0.01%
5,615
-2,184
936
$393K ﹤0.01%
4,000
-256
937
$392K ﹤0.01%
+4,284
938
$389K ﹤0.01%
5,668
+295
939
$389K ﹤0.01%
3,357
940
$387K ﹤0.01%
+16,520
941
$385K ﹤0.01%
1,834
+67
942
$384K ﹤0.01%
2,004
-1,092
943
$383K ﹤0.01%
10,383
-5,771
944
$383K ﹤0.01%
10,227
+2,490
945
$383K ﹤0.01%
3,659
+179
946
$382K ﹤0.01%
+29,924
947
$381K ﹤0.01%
1,293
+95
948
$380K ﹤0.01%
2,253
-17
949
$380K ﹤0.01%
950
+33
950
$379K ﹤0.01%
10,817
-45
36 37
38
39 40