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
251
$5.56M 0.03%
+205,005
252
$5.55M 0.03%
112,732
+40,016
253
$5.54M 0.03%
172,021
+12,148
254
$5.51M 0.03%
43,326
+634
255
$5.51M 0.03%
41,965
-4,404
256
$5.41M 0.03%
39,452
+968
257
$5.39M 0.03%
21,166
+4,502
258
$5.38M 0.03%
15,640
-1,003
259
$5.38M 0.03%
216,001
+75,693
260
$5.37M 0.03%
123,968
+14,901
261
$5.36M 0.03%
152,286
+8,742
262
$5.34M 0.03%
38,035
+2,443
263
$5.33M 0.03%
96,724
+5,549
264
$5.32M 0.03%
59,138
-2,710
265
$5.23M 0.03%
20,812
-4,069
266
$5.17M 0.03%
7,166
-700
267
$5.06M 0.03%
7,248
-455
268
$5M 0.03%
43,780
-689
269
$4.99M 0.03%
70,372
+3,332
270
$4.98M 0.03%
+240,756
271
$4.98M 0.03%
+87,269
272
$4.92M 0.03%
69,900
+4,134
273
$4.88M 0.03%
41,654
-192
274
$4.85M 0.03%
308,318
-91,213
275
$4.79M 0.03%
206,736
-1,060,320
9 10
11
12 13