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
1251
$16.8K ﹤0.01%
+20,000
1252
$15.9K ﹤0.01%
15,554
1253
$13.5K ﹤0.01%
+179
1254
$6.8K ﹤0.01%
833
1255
$6.58K ﹤0.01%
525
-1,364
1256
$4.03K ﹤0.01%
+14
1257
$233 ﹤0.01%
50
1258
– –
-13,621
1259
– –
-6,185
1260
– –
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1261
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1262
– –
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1263
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1265
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1267
– –
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1272
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1273
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1274
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1275
– –
-6,875
49 50
51
52 53