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
1201
$51.1K ﹤0.01%
12,100
-274
1202
$42.9K ﹤0.01%
+26,025
1203
$36.7K ﹤0.01%
22,091
+6,000
1204
$33.8K ﹤0.01%
1,500
1205
$27.2K ﹤0.01%
11,000
+1,000
1206
$26K ﹤0.01%
1,889
1207
$23.9K ﹤0.01%
12,000
1208
$18.2K ﹤0.01%
15,554
1209
$17.2K ﹤0.01%
833
1210
$14.9K ﹤0.01%
+11,067
1211
$12.6K ﹤0.01%
13,621
1212
$7.89K ﹤0.01%
11,390
-1
1213
$7.86K ﹤0.01%
+157
1214
$198 ﹤0.01%
50
-15,000
1215
– –
-5,104
1216
– –
-7,837
1217
– –
-23,396
1218
– –
-9,190
1219
– –
-252
1220
– –
-1,624
1221
– –
-5,880
1222
– –
-4,943
1223
– –
-6,852
1224
– –
-1,653
1225
– –
-4,841
47 48
49
50 51