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
501
$1.35M 0.01%
22,978
+208
502
$1.34M 0.01%
17,608
-38,927
503
$1.34M 0.01%
12,306
+661
504
$1.34M 0.01%
23,102
+2,019
505
$1.34M 0.01%
+31,231
506
$1.34M 0.01%
884
+91
507
$1.33M 0.01%
7,748
+544
508
$1.32M 0.01%
17,893
+2,825
509
$1.32M 0.01%
43,341
-9,562
510
$1.32M 0.01%
5,438
-429
511
$1.31M 0.01%
49,526
-4,725
512
$1.31M 0.01%
8,372
-3,543
513
$1.3M 0.01%
+28,690
514
$1.3M 0.01%
46,694
+36,794
515
$1.3M 0.01%
17,242
-601
516
$1.3M 0.01%
97,787
-61,155
517
$1.29M 0.01%
6,730
+891
518
$1.29M 0.01%
18,742
+13
519
$1.28M 0.01%
134,086
+123,211
520
$1.26M 0.01%
32,211
+4,146
521
$1.25M 0.01%
3,759
+1,130
522
$1.25M 0.01%
76,578
+14,401
523
$1.25M 0.01%
24,820
+8,522
524
$1.24M 0.01%
21,111
-8,330
525
$1.24M 0.01%
44,385
-23
19 20
21
22 23