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
126
$1.35M 0.09%
42,015
+15,731
127
$1.35M 0.09%
+63,577
128
$1.34M 0.09%
31,157
+20,527
129
$1.33M 0.09%
23,675
-6,325
130
$1.32M 0.09%
25,489
+8,593
131
$1.31M 0.09%
72,710
+25,530
132
$1.28M 0.08%
33,391
+11,481
133
$1.26M 0.08%
12,280
+3,741
134
$1.25M 0.08%
27,554
+8,937
135
$1.23M 0.08%
39,886
+15,354
136
$1.23M 0.08%
27,383
+8,459
137
$1.22M 0.08%
13,589
+3,679
138
$1.22M 0.08%
27,300
-3,431
139
$1.2M 0.08%
13,999
+4,325
140
$1.19M 0.08%
22,147
-3,774
141
$1.18M 0.08%
36,263
-152
142
$1.17M 0.08%
9,372
+3,224
143
$1.17M 0.08%
8,672
+2,345
144
$1.17M 0.08%
10,435
+2,466
145
$1.16M 0.08%
39,845
+7,081
146
$1.16M 0.08%
2,709
+669
147
$1.15M 0.07%
14,825
+4,405
148
$1.14M 0.07%
8,480
149
$1.12M 0.07%
8,286
-416
150
$1.09M 0.07%
+45,450
4 5
6
7 8