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
401
$285K 0.01%
364
-35
402
$282K 0.01%
+4,322
403
$279K 0.01%
1,059
+4
404
$278K 0.01%
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405
$278K 0.01%
2,080
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406
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8,010
-132
407
$277K 0.01%
19,650
-1,720
408
$274K 0.01%
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409
$273K 0.01%
8,024
+22
410
$269K 0.01%
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411
$269K 0.01%
+2,105
412
$267K 0.01%
1
413
$266K 0.01%
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414
$265K 0.01%
17,500
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415
$265K 0.01%
9,474
-794
416
$264K 0.01%
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417
$264K 0.01%
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418
$263K 0.01%
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-22
419
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420
$256K 0.01%
20,159
421
$256K 0.01%
2,116
-53
422
$255K 0.01%
49,620
+36,641
423
$255K 0.01%
7,014
-6,214
424
$254K 0.01%
686
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425
$254K 0.01%
+407
15 16
17
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