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
1176
$210K ﹤0.01%
+2,223
1177
$210K ﹤0.01%
+5,660
1178
$210K ﹤0.01%
4,716
-490
1179
$209K ﹤0.01%
+6,400
1180
$209K ﹤0.01%
+1,637
1181
$209K ﹤0.01%
+5,428
1182
$209K ﹤0.01%
+4,774
1183
$209K ﹤0.01%
+9,010
1184
$208K ﹤0.01%
19,837
-3,541
1185
$208K ﹤0.01%
3,997
-468
1186
$208K ﹤0.01%
+18,583
1187
$208K ﹤0.01%
+4,039
1188
$207K ﹤0.01%
1,214
-32
1189
$207K ﹤0.01%
6,419
-1,283
1190
$207K ﹤0.01%
+2,282
1191
$206K ﹤0.01%
+8,296
1192
$205K ﹤0.01%
+1,984
1193
$205K ﹤0.01%
19,975
+7,089
1194
$203K ﹤0.01%
+3,197
1195
$203K ﹤0.01%
2,630
-186
1196
$203K ﹤0.01%
+5,313
1197
$202K ﹤0.01%
+3,710
1198
$202K ﹤0.01%
+765
1199
$202K ﹤0.01%
+3,875
1200
$202K ﹤0.01%
+9,186
46 47
48
49 50