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
76
$23.8M 0.2%
95,321
+1,796
77
$23.6M 0.19%
348,702
+35,780
78
$23.3M 0.19%
196,082
-8,605
79
$23.2M 0.19%
101,823
-4,398
80
– –
0
81
$22.8M 0.19%
519,537
+11,002
82
$22.7M 0.19%
50,923
+3,181
83
– –
0
84
– –
0
85
$21.7M 0.18%
110,724
+7,156
86
$21.6M 0.18%
151,662
+5,236
87
$21.6M 0.18%
431,579
+28,375
88
$21.1M 0.17%
420,283
-30,372
89
$21.1M 0.17%
257,846
-145,658
90
$20.5M 0.17%
182,283
-1,568
91
$19.8M 0.16%
76,918
+8,191
92
$19.8M 0.16%
97,359
+11,543
93
$19.4M 0.16%
181,380
+2,660
94
$19.3M 0.16%
981,676
-49,262
95
$19.2M 0.16%
29,207
+186
96
$19.2M 0.16%
458,447
+450,497
97
$18.6M 0.15%
144,791
+7,010
98
$18.6M 0.15%
286,003
-21,129
99
$18.5M 0.15%
93,028
-476
100
$18.4M 0.15%
117,395
+7,782
2 3
4
5 6