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
426
$252K 0.01%
+7,698
427
$252K 0.01%
+11,254
428
$250K 0.01%
+465
429
$250K 0.01%
+5,735
430
$249K 0.01%
+20,534
431
$247K 0.01%
+4,788
432
$246K 0.01%
15,860
433
$243K 0.01%
2,626
+3
434
$243K 0.01%
2,155
-2,951
435
$242K 0.01%
+8,238
436
$242K 0.01%
+10,000
437
$240K 0.01%
11,270
-3,818
438
$240K 0.01%
+10,190
439
$238K 0.01%
3,441
440
$235K 0.01%
4,934
-5,872
441
$233K 0.01%
+7,919
442
$232K 0.01%
+4,804
443
$232K 0.01%
+4,643
444
$231K 0.01%
12,534
-13,953
445
$230K 0.01%
3,882
446
$230K 0.01%
+20,000
447
$230K 0.01%
+3,002
448
$228K 0.01%
+619
449
$226K 0.01%
+8,200
450
$226K 0.01%
+685
16 17
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