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
301
$529K 0.02%
7,357
+2,317
302
$527K 0.02%
21,623
+6,881
303
$525K 0.02%
9,069
+3,238
304
$520K 0.02%
26,510
-5,696
305
$516K 0.02%
32,500
306
$514K 0.02%
3,425
+349
307
$512K 0.02%
15,013
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308
$508K 0.02%
3,552
309
$500K 0.02%
+16,656
310
$494K 0.01%
90,000
311
$494K 0.01%
+17,603
312
$490K 0.01%
7,463
-2,814
313
$480K 0.01%
5,474
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314
$470K 0.01%
7,863
-2,798
315
$469K 0.01%
9,474
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316
$467K 0.01%
1,608
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317
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319
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5,301
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320
$461K 0.01%
2,925
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321
$459K 0.01%
6,530
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322
$452K 0.01%
6,537
+33
323
$451K 0.01%
+9,466
324
$444K 0.01%
10,464
-17,942
325
$442K 0.01%
2,817
+278
11 12
13
14 15