Lido Advisors Portfolio holdings
AUM
$25.5B
1-Year Est. Return
19.24%
This Fund
S&P 500
1 Year Est. Return
+19.24%
AUM
$25.5B
AUM Growth
+$90.3M
(+0.36%)
Holding
1,879
Top Buys
| 1 | +$604M | |
| 2 | +$303M | |
| 3 | +$176M | |
| 4 |
PNC Financial Services
PNC
|
+$108M |
| 5 |
KRMN
Karman Holdings
KRMN
|
+$89M |
Top Sells
| 1 | +$168M | |
| 2 | +$151M | |
| 3 | +$78.4M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$69.6M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$55.4M |
Sector Composition
| 1 | Technology | 15.59% |
| 2 | Financials | 4.77% |
| 3 | Communication Services | 3.33% |
| 4 | Consumer Discretionary | 3.31% |
| 5 | Industrials | 3.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1876
Viking Therapeutics
VKTX
$3.44B
| – | – |
-20,986
|
|
||
1877
Vodafone
VOD
$34.8B
| – | – |
-40,537
|
|
||
1878
Invesco Variable Rate Preferred ETF
VRP
$2.87B
| – | – |
-10,751
|
|
||
1879
Wayfair
W
$9.61B
| – | – |
-3,809
|
|