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
376
$323K 0.01%
+6,520
377
$320K 0.01%
16,849
-1,672
378
$313K 0.01%
3,855
-11,386
379
$313K 0.01%
+7,690
380
$312K 0.01%
6,174
-110
381
$312K 0.01%
1,372
-152
382
$311K 0.01%
+264
383
$309K 0.01%
+23,652
384
$309K 0.01%
5,216
+515
385
$307K 0.01%
22,396
386
$307K 0.01%
+1,598
387
$306K 0.01%
1,034
-938
388
$300K 0.01%
+1,158
389
$298K 0.01%
1,991
-165
390
$298K 0.01%
20,213
-500
391
$298K 0.01%
+11,505
392
$298K 0.01%
2,420
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393
$295K 0.01%
8,391
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394
$292K 0.01%
+3,342
395
$290K 0.01%
5,614
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396
$288K 0.01%
26,698
-16,498
397
$288K 0.01%
3,007
398
$286K 0.01%
2,490
-105
399
$285K 0.01%
6,986
+128
400
$285K 0.01%
+40,009
14 15
16
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