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
176
$914K 0.06%
34,910
+17,116
177
$910K 0.06%
14,113
+4,113
178
$907K 0.06%
4,778
-231
179
$905K 0.06%
69,100
+5,094
180
$885K 0.06%
10,526
+3,645
181
$877K 0.06%
16,480
+5,111
182
$866K 0.06%
5,455
+3,763
183
$846K 0.06%
37,382
+12,093
184
$844K 0.05%
9,707
+3,371
185
$843K 0.05%
16,808
-3,190
186
$841K 0.05%
12,122
+5,303
187
$831K 0.05%
6,735
-312
188
$830K 0.05%
21,925
+1,590
189
$830K 0.05%
3,357
+95
190
$829K 0.05%
66,825
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191
$822K 0.05%
15,346
+7,256
192
$821K 0.05%
+41,600
193
$811K 0.05%
5,123
+1,011
194
$810K 0.05%
+7,979
195
$809K 0.05%
8,248
+231
196
$802K 0.05%
15,829
+5,087
197
$798K 0.05%
21,850
+2,015
198
$797K 0.05%
2,658
+191
199
$794K 0.05%
27,115
+9,841
200
$793K 0.05%
27,624
+5,257
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8
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