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
526
$1.24M 0.01%
+22,742
527
$1.24M 0.01%
6,240
-1,211
528
$1.22M 0.01%
27,099
+1,677
529
$1.22M 0.01%
25,509
-1,121
530
$1.21M 0.01%
4,487
-327
531
$1.21M 0.01%
54,245
+11,907
532
$1.2M 0.01%
17,974
+2,564
533
$1.2M 0.01%
20,644
+2,946
534
$1.2M 0.01%
4,795
+151
535
$1.2M 0.01%
7,626
-270
536
$1.19M 0.01%
20,085
+485
537
$1.18M 0.01%
18,028
+7,103
538
$1.18M 0.01%
5,742
+103
539
$1.17M 0.01%
163,879
+7,844
540
$1.17M 0.01%
22,979
+1,198
541
$1.16M 0.01%
7,931
-2,015
542
$1.16M 0.01%
6,985
+855
543
$1.16M 0.01%
13,998
-700
544
$1.16M 0.01%
122,355
+1,115
545
$1.16M 0.01%
25,527
-1,723
546
$1.15M 0.01%
50,208
-35,432
547
$1.15M 0.01%
24,639
-5,216
548
$1.15M 0.01%
12,450
+8,398
549
$1.15M 0.01%
11,839
+46
550
$1.14M 0.01%
6,259
-1,236
20 21
22
23 24