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
501
$102K ﹤0.01%
12,450
502
$94K ﹤0.01%
3,473
-287
503
$93K ﹤0.01%
27,855
+6,000
504
$93K ﹤0.01%
26,750
-10,480
505
$92K ﹤0.01%
10,200
506
$89K ﹤0.01%
12,128
507
$88K ﹤0.01%
15,761
-27,638
508
$88K ﹤0.01%
+10,000
509
$80K ﹤0.01%
14,576
-2,654
510
$73K ﹤0.01%
15,600
-20,000
511
$57K ﹤0.01%
10,828
512
$54K ﹤0.01%
12,000
-40,000
513
$44K ﹤0.01%
+10,229
514
$43K ﹤0.01%
+1,002
515
$38K ﹤0.01%
10,500
516
$29K ﹤0.01%
+21,539
517
$25K ﹤0.01%
667
518
$21K ﹤0.01%
344
519
$20K ﹤0.01%
100,000
520
$9K ﹤0.01%
10,000
521
$7K ﹤0.01%
10,092
522
$3K ﹤0.01%
200
523
$1K ﹤0.01%
10,000
524
– –
0
525
– –
-3,120
19 20
21
22 23