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
276
$4.76M 0.03%
43,908
+8,979
277
$4.75M 0.03%
400,015
278
$4.65M 0.03%
423,114
-62,964
279
$4.65M 0.03%
51,255
-2,405
280
$4.62M 0.03%
28,065
+1,510
281
$4.6M 0.03%
4,741
+346
282
$4.53M 0.03%
36,114
-731
283
$4.4M 0.03%
84,423
+5,474
284
$4.38M 0.03%
59,815
+7,307
285
$4.38M 0.03%
27,106
+20,979
286
$4.37M 0.03%
104,680
+18,359
287
$4.3M 0.03%
45,425
+5,318
288
$4.26M 0.03%
101,428
+2,446
289
$4.22M 0.02%
25,576
-3,157
290
$4.21M 0.02%
29,585
+3,903
291
$4.19M 0.02%
26,004
-1,714
292
$4.14M 0.02%
86,450
+33,222
293
$4.05M 0.02%
45,102
-13,559
294
$4.03M 0.02%
84,915
+7,041
295
$3.99M 0.02%
226,592
+19,395
296
$3.9M 0.02%
67,150
+4,400
297
$3.88M 0.02%
13,179
+427
298
$3.84M 0.02%
41,865
-8,530
299
$3.83M 0.02%
29,051
+2,873
300
$3.82M 0.02%
105,442
-14,878
10 11
12
13 14