Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
Consumers Staples Select Sector SPDR Fund
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
1
$56.5M 3.67%
199,124
+56,475
2
$54.3M 3.53%
1,260,988
-160,028
3
$53.7M 3.49%
476,084
+69,996
4
$48.3M 3.14%
+165,859
5
$34.6M 2.25%
584,475
+79,043
6
$23.4M 1.52%
167,426
+134,392
7
$21.8M 1.42%
489,564
+66,732
8
$19.4M 1.26%
+536,980
9
$19.3M 1.26%
919,828
10
$19.1M 1.24%
161,641
+80,059
11
$18.9M 1.23%
398,480
+47,536
12
$18.3M 1.19%
488,945
+65,259
13
$16.7M 1.09%
+297,594
14
$16.7M 1.08%
181,571
+36,639
15
$16.4M 1.07%
430,247
+58,310
16
$15.7M 1.02%
242,609
-5,938
17
$15.4M 1%
479,225
+21,552
18
$14.7M 0.96%
252,802
-11,622
19
$13.9M 0.9%
316,106
+42,732
20
$12.7M 0.82%
142,120
+21,340
21
$12.2M 0.79%
61,850
+56,418
22
$11.9M 0.77%
146,070
+130,262
23
$11.5M 0.74%
108,815
+375
24
$11.4M 0.74%
356,785
+48,697
25
$10.7M 0.7%
+314,166
1
2 3 4 5