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
$774M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.3M
3
+$7.22M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$6.65M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.01M

Top Sells

1
+$12.5M
2
+$11.1M
3
+$5.76M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.37M
5
IQ icon
iQIYI
IQ
+$2.27M

Sector Composition

1 Technology 8.14%
2 Financials 5.46%
3 Communication Services 5.29%
4 Healthcare 3.73%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$773K 0.08%
20,134
+1,249
152
$764K 0.07%
5,380
+884
153
$764K 0.07%
16,815
+3,307
154
$762K 0.07%
2,136
+208
155
$760K 0.07%
9,497
+637
156
$758K 0.07%
8,636
-317
157
$748K 0.07%
7,938
+407
158
$746K 0.07%
29,601
+14,812
159
$742K 0.07%
17,636
+891
160
$740K 0.07%
42,466
161
$735K 0.07%
29,800
-5,080
162
$728K 0.07%
9,319
+1,149
163
$722K 0.07%
14,444
164
$712K 0.07%
5,592
+1,303
165
$702K 0.07%
+20,000
166
$701K 0.07%
52,708
167
$687K 0.07%
+10,000
168
$686K 0.07%
+25,189
169
$685K 0.07%
23,126
+3,838
170
$671K 0.07%
7,347
+1,208
171
$668K 0.07%
4,381
+538
172
$653K 0.06%
7,422
+138
173
$651K 0.06%
20,309
+3,580
174
$650K 0.06%
16,049
+2,580
175
$645K 0.06%
18,216
+1,655
5 6
7
8 9