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
301
$3.76M 0.02%
36,006
-9,275
302
$3.72M 0.02%
43,268
+206
303
$3.66M 0.02%
148,840
+136,190
304
$3.65M 0.02%
135,273
+26,785
305
$3.63M 0.02%
99,152
-5,883
306
$3.61M 0.02%
317,984
+18,955
307
$3.61M 0.02%
96,164
+4,908
308
$3.52M 0.02%
30,996
+6,453
309
$3.46M 0.02%
47,861
-386
310
$3.45M 0.02%
73,716
-23,585
311
$3.41M 0.02%
147,744
+26,314
312
$3.39M 0.02%
23,769
+3,721
313
$3.31M 0.02%
69,249
-6,689
314
$3.31M 0.02%
11,381
+1,126
315
$3.31M 0.02%
50,994
+31,779
316
$3.3M 0.02%
839,570
-2,908
317
$3.3M 0.02%
9,488
+77
318
$3.24M 0.02%
43,655
-6,632
319
$3.22M 0.02%
24,324
+2,694
320
$3.22M 0.02%
25,158
-2,187
321
$3.21M 0.02%
15,051
+4,639
322
$3.2M 0.02%
109,354
+101
323
$3.19M 0.02%
70,143
-4,810
324
$3.19M 0.02%
14,113
-956
325
$3.19M 0.02%
123,994
-16,026
11 12
13
14 15