Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$19.4M
3
+$18.8M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$16.7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16M

Top Sells

1
+$18M
2
+$6.9M
3
+$5.8M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.79M
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$2.44M

Sector Composition

1 Technology 7.25%
2 Real Estate 5.26%
3 Healthcare 4.83%
4 Financials 4.33%
5 Communication Services 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.8M 0.12%
79,220
+29,000
102
$1.79M 0.12%
92,521
+31,604
103
$1.79M 0.12%
18,010
+6,954
104
$1.76M 0.11%
14,277
+432
105
$1.74M 0.11%
52,434
+19,048
106
$1.73M 0.11%
22,364
+2,298
107
$1.7M 0.11%
21,118
+5,231
108
$1.7M 0.11%
91,012
+31,680
109
$1.68M 0.11%
68,194
+23,715
110
$1.68M 0.11%
115,526
+40,369
111
$1.66M 0.11%
14,865
+9,435
112
$1.65M 0.11%
18,435
-10,998
113
$1.64M 0.11%
36,393
+3,139
114
$1.64M 0.11%
17,814
+6,794
115
$1.52M 0.1%
29,418
+12,780
116
$1.51M 0.1%
31,296
+304
117
$1.5M 0.1%
10,336
+3,290
118
$1.5M 0.1%
24,077
+6,526
119
$1.46M 0.09%
+129,696
120
$1.45M 0.09%
13,218
+7,718
121
$1.45M 0.09%
8,322
-196
122
$1.39M 0.09%
72,863
+16,893
123
$1.38M 0.09%
25,609
+9,002
124
$1.38M 0.09%
13,215
-187
125
$1.37M 0.09%
9,500
+3,417
3 4
5
6 7