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
376
$2.34M 0.01%
49,156
+15,467
377
$2.34M 0.01%
37,769
-1,496
378
$2.32M 0.01%
33,112
+938
379
$2.28M 0.01%
15,755
+3,730
380
$2.27M 0.01%
20,076
+49
381
$2.26M 0.01%
22,091
-527
382
$2.21M 0.01%
10,039
-12
383
$2.21M 0.01%
181,351
-4,209
384
$2.21M 0.01%
59,647
-15,164
385
$2.19M 0.01%
256,572
-23,615
386
$2.17M 0.01%
216,788
+38,199
387
$2.16M 0.01%
22,539
+8,628
388
$2.16M 0.01%
106,781
389
$2.15M 0.01%
84,918
-22,026
390
$2.14M 0.01%
41,314
+175
391
$2.14M 0.01%
8,372
+2,538
392
$2.11M 0.01%
20,895
+1,256
393
$2.07M 0.01%
195,609
-152,641
394
$2.05M 0.01%
40,702
-15,401
395
$2.04M 0.01%
31,336
+1
396
$2.04M 0.01%
39,931
+27
397
$2.03M 0.01%
31,580
+1,001
398
$2.03M 0.01%
35,190
+5,885
399
$2.02M 0.01%
39,179
+30,005
400
$2.01M 0.01%
24,761
-7,576
14 15
16
17 18