Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
26
$60.8M 0.36%
333,649
+14,861
27
$55.9M 0.33%
1,173,822
+154,234
28
$55M 0.32%
111,167
-6,368
29
$52.8M 0.31%
1,052,905
-185,949
30
$51.5M 0.3%
134,219
+13,786
31
$50.5M 0.3%
103,925
-4,038
32
$49.4M 0.29%
146,568
+5,569
33
$47.4M 0.28%
236,501
-2,168
34
$47.3M 0.28%
1,060,070
-48,205
35
$45.1M 0.27%
216,770
-12,191
36
$43.8M 0.26%
480,363
+225,987
37
$42.7M 0.25%
1,649,670
+43,110
38
$42.1M 0.25%
170,227
-1,415
39
$40.9M 0.24%
345,926
+173,768
40
$40.8M 0.24%
232,263
+10,123
41
$40.4M 0.24%
80,107
+3,030
42
$39.6M 0.23%
298,460
-22,990
43
$39.2M 0.23%
337,413
+6,167
44
$38.7M 0.23%
244,855
+28,045
45
$38.5M 0.23%
314,663
+9,885
46
$36.7M 0.22%
258,088
+48,716
47
$35.6M 0.21%
85,263
+3,510
48
$34.6M 0.2%
195,100
+31,962
49
$33M 0.19%
403,504
+289,844
50
$32.5M 0.19%
116,487
-7,245
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