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
1126
$238K ﹤0.01%
35,593
+10,080
1127
$237K ﹤0.01%
8,218
1128
$236K ﹤0.01%
+3,682
1129
$236K ﹤0.01%
8,545
-1,446
1130
$234K ﹤0.01%
+5,681
1131
$234K ﹤0.01%
2,536
-2,469
1132
$233K ﹤0.01%
3,041
-274
1133
$232K ﹤0.01%
2,579
-293
1134
$232K ﹤0.01%
596
-208
1135
$231K ﹤0.01%
3,710
-899
1136
$231K ﹤0.01%
3,685
-540
1137
$230K ﹤0.01%
+600
1138
$230K ﹤0.01%
19,030
1139
$229K ﹤0.01%
7,010
-535
1140
$229K ﹤0.01%
+3,138
1141
$228K ﹤0.01%
+2,386
1142
$227K ﹤0.01%
32,858
1143
$227K ﹤0.01%
+2,815
1144
$226K ﹤0.01%
8,450
-109
1145
$225K ﹤0.01%
1,807
-250
1146
$224K ﹤0.01%
+6,764
1147
$224K ﹤0.01%
+521
1148
$224K ﹤0.01%
+4,759
1149
$223K ﹤0.01%
+6,404
1150
$223K ﹤0.01%
+1,013
44 45
46
47 48