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
476
$1.5M 0.01%
15,713
-4,693
477
$1.47M 0.01%
12,352
-2,862
478
$1.46M 0.01%
12,022
-1,093
479
$1.46M 0.01%
7,454
-368
480
$1.46M 0.01%
5,603
-1,129
481
$1.46M 0.01%
14,528
+1,572
482
$1.45M 0.01%
21,692
+1,319
483
$1.45M 0.01%
16,982
-2,538
484
$1.44M 0.01%
10,492
+1,057
485
$1.44M 0.01%
8,941
+221
486
$1.44M 0.01%
10,973
-676
487
$1.43M 0.01%
24,374
+1,086
488
$1.43M 0.01%
132,842
-37,539
489
$1.42M 0.01%
30,493
-9,368
490
$1.42M 0.01%
22,595
-11,142
491
$1.42M 0.01%
4,726
+239
492
$1.42M 0.01%
+22,828
493
$1.41M 0.01%
22,308
+1,796
494
$1.41M 0.01%
116,600
495
$1.4M 0.01%
444
+31
496
$1.4M 0.01%
12,049
+3,048
497
$1.39M 0.01%
4,148
+376
498
$1.37M 0.01%
14,293
+550
499
$1.36M 0.01%
58,451
+29,584
500
$1.35M 0.01%
33,276
-5,140
18 19
20
21 22