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
451
$1.63M 0.01%
38,691
-1,198
452
$1.62M 0.01%
20,228
+5,788
453
$1.62M 0.01%
91,611
-76,927
454
$1.62M 0.01%
52,498
-64
455
$1.62M 0.01%
21,631
+6,229
456
$1.6M 0.01%
20,868
-4,839
457
$1.59M 0.01%
28,504
458
$1.59M 0.01%
7,672
+489
459
$1.58M 0.01%
42,682
-3,231
460
$1.58M 0.01%
19,054
+12,703
461
$1.57M 0.01%
20,333
+356
462
$1.56M 0.01%
178,996
+13,447
463
$1.56M 0.01%
70,342
-7,577
464
$1.56M 0.01%
19,922
-2,249
465
$1.54M 0.01%
214,394
-4,500
466
$1.54M 0.01%
+23,863
467
$1.54M 0.01%
15,738
-317
468
$1.53M 0.01%
133,955
-733
469
$1.52M 0.01%
+12,066
470
$1.52M 0.01%
15,885
-22
471
$1.51M 0.01%
7,628
-4,049
472
$1.51M 0.01%
+36,676
473
$1.5M 0.01%
141,163
-150,978
474
$1.5M 0.01%
6,024
+502
475
$1.5M 0.01%
+63,041
17 18
19
20 21