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
$11.2B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,279
New
Increased
Reduced
Closed

Top Buys

1
+$468M
2
+$55.9M
3
+$26.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$25.7M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$23.7M

Top Sells

1
+$300M
2
+$53.4M
3
+$26.6M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$24.6M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$23.8M

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
226
$6.52M 0.04%
158,752
+112,362
227
$6.51M 0.04%
68,993
-4,617
228
$6.49M 0.04%
+129,463
229
$6.48M 0.04%
81,134
-2,537
230
$6.47M 0.04%
128,194
-31,414
231
$6.41M 0.04%
68,959
-6,195
232
$6.41M 0.04%
89,310
+19,495
233
$6.36M 0.04%
18,317
-1,105
234
$6.34M 0.04%
10
235
$6.3M 0.04%
44,976
+4,386
236
$6.28M 0.04%
16,068
+7
237
$6.26M 0.04%
116,449
-1,706
238
$6.25M 0.04%
162,480
+2,999
239
$6.22M 0.04%
196,704
-7,273
240
$6.16M 0.04%
15,447
+2,283
241
$5.99M 0.04%
214,015
+35,858
242
$5.92M 0.03%
542,186
-250,181
243
$5.91M 0.03%
86,069
+10,875
244
$5.88M 0.03%
28,659
+2,269
245
$5.86M 0.03%
62,274
-7,107
246
$5.84M 0.03%
22,472
-166
247
$5.84M 0.03%
33,587
+607
248
$5.76M 0.03%
52,260
-1,936
249
$5.72M 0.03%
71,771
+11,558
250
$5.71M 0.03%
11,924
+286
8 9
10
11 12