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
426
$1.76M 0.01%
50,532
-50,130
427
$1.75M 0.01%
4,921
+1,809
428
$1.74M 0.01%
20,149
+17,504
429
$1.73M 0.01%
10,811
+1,102
430
$1.73M 0.01%
140,368
-8,300
431
$1.72M 0.01%
11,273
+659
432
$1.72M 0.01%
30,891
-1,485
433
$1.71M 0.01%
246,312
434
$1.71M 0.01%
39,050
-20
435
$1.7M 0.01%
9,987
+1,162
436
$1.7M 0.01%
21,922
-1,137
437
$1.7M 0.01%
81,457
+5,158
438
$1.7M 0.01%
13,371
+4,510
439
$1.7M 0.01%
31,264
-4,791
440
$1.69M 0.01%
21,914
-6,096
441
$1.69M 0.01%
5,911
+1,895
442
$1.69M 0.01%
+6,852
443
$1.68M 0.01%
39,541
-400
444
$1.68M 0.01%
5,393
+51
445
$1.68M 0.01%
10,710
-2,217
446
$1.67M 0.01%
34,032
+7,386
447
$1.67M 0.01%
13,380
-788
448
$1.66M 0.01%
42,581
+7
449
$1.65M 0.01%
10,800
+5,112
450
$1.64M 0.01%
70,617
16 17
18
19 20