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
401
$1.99M 0.01%
7,896
-6,748
402
$1.99M 0.01%
95,693
-17,629
403
$1.98M 0.01%
34,141
+6,722
404
$1.95M 0.01%
93,315
+21,200
405
$1.94M 0.01%
27,143
+18,132
406
$1.93M 0.01%
15,845
-3,864
407
$1.92M 0.01%
89,797
+25,231
408
$1.9M 0.01%
20,100
409
$1.88M 0.01%
252,803
-28,790
410
$1.86M 0.01%
50,270
+1,279
411
$1.86M 0.01%
3,591
+107
412
$1.86M 0.01%
7,082
+306
413
$1.85M 0.01%
196,502
-87,252
414
$1.85M 0.01%
132,193
+26,128
415
$1.82M 0.01%
7,125
+897
416
$1.82M 0.01%
40,082
+10,688
417
$1.81M 0.01%
37,191
-1
418
$1.81M 0.01%
11,380
-1,882
419
$1.8M 0.01%
91,711
+1,243
420
$1.79M 0.01%
22,265
-5,163
421
$1.79M 0.01%
56,046
+40,255
422
$1.79M 0.01%
1,858
+178
423
$1.78M 0.01%
46,080
-32,710
424
$1.76M 0.01%
33,003
+26,376
425
$1.76M 0.01%
34,241
+28,001
15 16
17
18 19