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
326
$3.17M 0.02%
47,804
+511
327
$3.14M 0.02%
21,609
+340
328
$3.14M 0.02%
29,272
+1,872
329
$3.14M 0.02%
43,402
+38,589
330
$3.12M 0.02%
51,688
+7,115
331
$3.1M 0.02%
136,038
+57,512
332
$3.06M 0.02%
149,997
333
$3.03M 0.02%
76,815
-471
334
$2.99M 0.02%
29,628
-785
335
$2.94M 0.02%
8,098
+1,817
336
$2.93M 0.02%
12,024
-270
337
$2.91M 0.02%
85,152
+36,247
338
$2.9M 0.02%
400,716
+33,522
339
$2.89M 0.02%
23,723
-268
340
$2.88M 0.02%
106,785
341
$2.87M 0.02%
6,546
-678
342
$2.87M 0.02%
15,609
-227
343
$2.85M 0.02%
28,342
+7,021
344
$2.85M 0.02%
27,843
+654
345
$2.84M 0.02%
+40,801
346
$2.83M 0.02%
101,990
+6,442
347
$2.83M 0.02%
21,458
-560
348
$2.8M 0.02%
5,038
+761
349
$2.78M 0.02%
62,437
+21,256
350
$2.77M 0.02%
8,644
+3,976
12 13
14
15 16