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
351
$2.7M 0.02%
243,065
-9,070
352
$2.69M 0.02%
53,732
+1,117
353
$2.68M 0.02%
13,290
-65
354
$2.67M 0.02%
2,629
+252
355
$2.64M 0.02%
+11,005
356
$2.64M 0.02%
89,180
+333
357
$2.63M 0.02%
+36,905
358
$2.63M 0.02%
89,968
-19,654
359
$2.6M 0.02%
195,973
+25,881
360
$2.6M 0.02%
11,220
+192
361
$2.59M 0.02%
110,777
+37,808
362
$2.58M 0.02%
124,107
+132
363
$2.57M 0.02%
54,151
-188
364
$2.52M 0.01%
26,038
-737
365
$2.51M 0.01%
19,222
+4,170
366
$2.5M 0.01%
60,152
+42,570
367
$2.5M 0.01%
15,281
+859
368
$2.48M 0.01%
32,210
+13,832
369
$2.47M 0.01%
18,952
+326
370
$2.46M 0.01%
24,466
-1,628
371
$2.44M 0.01%
51,799
+11,177
372
$2.4M 0.01%
92,307
-6,140
373
$2.37M 0.01%
58,967
-429
374
$2.36M 0.01%
53,789
375
$2.35M 0.01%
32,093
-1,848
13 14
15
16 17