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
551
$1.14M 0.01%
64,053
-12,972
552
$1.14M 0.01%
62,981
-4,626
553
$1.13M 0.01%
30,743
+4,599
554
$1.13M 0.01%
46,486
+13,160
555
$1.13M 0.01%
24,426
+8,011
556
$1.12M 0.01%
+42,000
557
$1.12M 0.01%
38,636
+94
558
$1.11M 0.01%
34,856
-434
559
$1.1M 0.01%
22,910
-918
560
$1.1M 0.01%
38,895
-449
561
$1.1M 0.01%
110,183
+10,002
562
$1.1M 0.01%
70,012
+33,609
563
$1.1M 0.01%
19,876
-48
564
$1.1M 0.01%
24,590
+18,586
565
$1.1M 0.01%
10,627
+6,606
566
$1.1M 0.01%
34,182
-2,115
567
$1.1M 0.01%
13,734
+7,722
568
$1.09M 0.01%
8,127
569
$1.09M 0.01%
6,982
+569
570
$1.09M 0.01%
5,054
+263
571
$1.09M 0.01%
13,792
+2,826
572
$1.08M 0.01%
19,959
+10,680
573
$1.08M 0.01%
11,563
-1,020
574
$1.08M 0.01%
15,748
+391
575
$1.08M 0.01%
12,025
-13,095
21 22
23
24 25