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
476
$197K 0.01%
16,898
-5,684
477
$195K 0.01%
22,949
478
$192K 0.01%
21,567
-395
479
$187K 0.01%
36,439
-30,000
480
$184K 0.01%
+15,000
481
$182K 0.01%
+15,849
482
$176K 0.01%
18,430
-186
483
$169K 0.01%
+14,012
484
$165K 0.01%
15,801
-5,000
485
$164K 0.01%
600,000
486
$163K ﹤0.01%
11,276
487
$163K ﹤0.01%
17,112
488
$161K ﹤0.01%
11,417
489
$161K ﹤0.01%
20,342
-3,917
490
$155K ﹤0.01%
+13,746
491
$153K ﹤0.01%
20,528
-3,410
492
$136K ﹤0.01%
60,710
493
$134K ﹤0.01%
15,128
+100
494
$121K ﹤0.01%
26,204
-720
495
$118K ﹤0.01%
11,987
+709
496
$116K ﹤0.01%
11,529
-70,000
497
$110K ﹤0.01%
11,943
-18,590
498
$105K ﹤0.01%
44
499
$105K ﹤0.01%
5,764
-155
500
$103K ﹤0.01%
17,935
-105,000
18 19
20
21 22