Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.2B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,279
New
Increased
Reduced
Closed

Top Buys

1
+$444M
2
+$56M
3
+$25M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$24.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$23.7M

Top Sells

1
+$298M
2
+$50.8M
3
+$25.4M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$23.5M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$18.8M

Sector Composition

1 Technology 14%
2 Healthcare 4.26%
3 Financials 4.13%
4 Consumer Discretionary 3.5%
5 Communication Services 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.17M 0.08%
30,418
+1,630
177
$9.17M 0.08%
169,124
+37,046
178
$9.09M 0.08%
72,169
-159,630
179
$9.04M 0.08%
39,271
+1,956
180
$9.03M 0.08%
28,417
+2,595
181
$8.88M 0.08%
+47,411
182
$8.75M 0.08%
82,135
+847
183
$8.74M 0.08%
308,527
+27,071
184
$8.74M 0.08%
365,018
-32,442
185
$8.7M 0.08%
35,639
+4,426
186
$8.56M 0.08%
41,601
+282
187
$8.49M 0.08%
61,219
+3,351
188
$8.49M 0.08%
305,943
+41,153
189
$8.47M 0.08%
54,134
+3,779
190
$8.39M 0.08%
68,110
-2,291
191
$8.38M 0.08%
14,659
+1,232
192
$8.29M 0.07%
53,766
+5,096
193
$8.28M 0.07%
237,422
-15,812
194
$8.21M 0.07%
135,162
+4,647
195
$8.12M 0.07%
11,969
+580
196
$8.1M 0.07%
39,601
+661
197
$8.03M 0.07%
37,704
+3,403
198
$7.94M 0.07%
41,161
+1,864
199
$7.81M 0.07%
57,841
-2,978
200
$7.77M 0.07%
67,654
+532
6 7
8
9 10