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
201
$579K 0.06%
5,397
+922
202
$578K 0.06%
5,198
+925
203
$576K 0.06%
2,589
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204
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205
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206
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20,574
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207
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7,672
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208
$560K 0.05%
1,620
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209
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210
$539K 0.05%
11,456
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211
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212
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14,663
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213
$532K 0.05%
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214
$526K 0.05%
22,711
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215
$524K 0.05%
56,036
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216
$522K 0.05%
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217
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21,516
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218
$519K 0.05%
4,256
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219
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220
$507K 0.05%
34,787
+12,346
221
$506K 0.05%
4,696
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222
$505K 0.05%
+16,360
223
$504K 0.05%
8,799
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224
$503K 0.05%
21,277
225
$503K 0.05%
6,755
+1,160
7 8
9
10 11