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
$2.05B
AUM Growth
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$73.9M
2
+$19.7M
3
+$14M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.7M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$10.1M

Top Sells

1
+$10.5M
2
+$9.65M
3
+$8.33M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.74M

Sector Composition

1 Technology 15.53%
2 Healthcare 5.37%
3 Consumer Staples 5.13%
4 Consumer Discretionary 4.45%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$907K 0.03%
24,844
+299
227
$901K 0.03%
11,426
-520
228
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18,463
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229
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230
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231
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9,468
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232
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233
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33,470
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234
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-2,938
235
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883
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236
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11,869
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237
$854K 0.03%
16,984
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238
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108,500
+20,000
239
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14,590
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240
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241
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242
$817K 0.02%
16,239
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243
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29,781
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244
$803K 0.02%
5,946
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245
$799K 0.02%
28,483
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246
$790K 0.02%
5,894
+386
247
$786K 0.02%
84,105
+55,317
248
$781K 0.02%
3,680
+302
249
$767K 0.02%
49,954
250
$764K 0.02%
10,627
+6,981
8 9
10
11 12