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
1201
$201K ﹤0.01%
+2,295
1202
$199K ﹤0.01%
+10,881
1203
$193K ﹤0.01%
11,598
1204
$192K ﹤0.01%
23,812
1205
$192K ﹤0.01%
+18,500
1206
$190K ﹤0.01%
15,324
1207
$189K ﹤0.01%
+11,188
1208
$188K ﹤0.01%
14,526
1209
$178K ﹤0.01%
13,467
1210
$177K ﹤0.01%
19,706
-7,444
1211
$173K ﹤0.01%
+10,169
1212
$172K ﹤0.01%
14,192
1213
$171K ﹤0.01%
20,000
1214
$171K ﹤0.01%
33,465
-1,977
1215
$164K ﹤0.01%
23,409
-255
1216
$163K ﹤0.01%
33,178
1217
$161K ﹤0.01%
35,024
-9,383
1218
$160K ﹤0.01%
20,969
-2,569
1219
$159K ﹤0.01%
+11,617
1220
$157K ﹤0.01%
10,000
1221
$156K ﹤0.01%
18,528
-2,198
1222
$136K ﹤0.01%
12,533
+435
1223
$120K ﹤0.01%
10,795
1224
$113K ﹤0.01%
19,135
1225
$103K ﹤0.01%
24,549
+5,348
47 48
49
50 51