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
$12.2B
AUM Growth
+$989M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,284
New
Increased
Reduced
Closed

Top Buys

1
+$258M
2
+$47.6M
3
+$42.4M
4
MSFT icon
Microsoft
MSFT
+$37.4M
5
NVDA icon
NVIDIA
NVDA
+$22.6M

Top Sells

1
+$84.1M
2
+$28.6M
3
+$17.6M
4
LMT icon
Lockheed Martin
LMT
+$12.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$11.9M

Sector Composition

1 Technology 16.34%
2 Healthcare 4.08%
3 Financials 3.89%
4 Consumer Discretionary 3.53%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.12B 9.2%
2,051,117
-54,575
2
$984M 8.09%
48,118,732
+2,326,579
3
$738M 6.07%
38,506,473
+13,446,669
4
$664M 5.46%
31,522,171
-3,997,954
5
$584M 4.8%
2,772,841
+227,402
6
$398M 3.27%
891,125
+88,639
7
$368M 3.03%
2,980,975
+223,835
8
$318M 2.62%
1,854,833
+58,125
9
$239M 1.96%
2,577,490
+70,739
10
$158M 1.3%
819,486
+75,136
11
$137M 1.12%
2,356,300
+86,803
12
$133M 1.09%
1,940,130
+86,920
13
$117M 0.97%
214,644
+10,907
14
$114M 0.93%
624,680
+29,880
15
$110M 0.91%
219,934
-969
16
$104M 0.86%
1,286,699
+56,861
17
$103M 0.84%
5,145,543
+556,555
18
$97.3M 0.8%
1,489,184
+54,276
19
$96.9M 0.8%
1,854,946
+54,792
20
$92.3M 0.76%
192,414
+17,299
21
$91.1M 0.75%
500,356
+19,802
22
$90.6M 0.74%
337,311
-12,923
23
$85.1M 0.7%
463,772
+54,836
24
$73.9M 0.61%
760,929
-89,480
25
$70.5M 0.58%
173,317
+14,674
1
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