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
451
$225K 0.01%
4,214
-771
452
$224K 0.01%
+2,259
453
$224K 0.01%
+2,302
454
$223K 0.01%
6,596
-46,944
455
$219K 0.01%
+5,881
456
$219K 0.01%
3,639
-2,463
457
$218K 0.01%
2,156
-395
458
$216K 0.01%
36,509
-778
459
$215K 0.01%
+2,027
460
$213K 0.01%
+264
461
$212K 0.01%
+2,811
462
$211K 0.01%
2,115
+16
463
$211K 0.01%
18,934
464
$211K 0.01%
+7,265
465
$210K 0.01%
+1,996
466
$210K 0.01%
4,236
-56
467
$209K 0.01%
1,712
-601
468
$207K 0.01%
1,609
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469
$207K 0.01%
3,829
-15
470
$206K 0.01%
+2,063
471
$204K 0.01%
+8,793
472
$203K 0.01%
+1,082
473
$202K 0.01%
2,575
-2,054
474
$201K 0.01%
+6,825
475
$200K 0.01%
+4,681
17 18
19
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