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
151
$1.07M 0.07%
30,010
-14,840
152
$1.06M 0.07%
6,358
-5,261
153
$1.06M 0.07%
+26,230
154
$1.05M 0.07%
25,505
+8,962
155
$1.05M 0.07%
41,285
+15,475
156
$1.05M 0.07%
18,380
+10,996
157
$1.05M 0.07%
+24,530
158
$1.04M 0.07%
+49,479
159
$1.04M 0.07%
5,703
-184
160
$1.04M 0.07%
+29,940
161
$1.02M 0.07%
+60,290
162
$1.02M 0.07%
16,175
-357
163
$1.02M 0.07%
2,939
+509
164
$1M 0.07%
+83,750
165
$976K 0.06%
16,253
-7,301
166
$969K 0.06%
+15,130
167
$967K 0.06%
9,124
+3,159
168
$966K 0.06%
10,245
-5,011
169
$958K 0.06%
31,202
-879
170
$946K 0.06%
14,185
+2,757
171
$943K 0.06%
12,899
+4,827
172
$929K 0.06%
11,654
+1,468
173
$922K 0.06%
30,660
+1,300
174
$921K 0.06%
51,600
+3,782
175
$917K 0.06%
7,170
+1,671
5 6
7
8 9