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
576
$1.08M 0.01%
14,295
+975
577
$1.07M 0.01%
+39,831
578
$1.07M 0.01%
16,297
+1,950
579
$1.07M 0.01%
5,380
+2,120
580
$1.07M 0.01%
15,136
-748
581
$1.07M 0.01%
7,362
-9,145
582
$1.07M 0.01%
3,192
-157
583
$1.06M 0.01%
7,677
+1,059
584
$1.06M 0.01%
5,719
+743
585
$1.06M 0.01%
51,948
-309
586
$1.05M 0.01%
121,897
-2,021
587
$1.04M 0.01%
184,968
+44,340
588
$1.03M 0.01%
4,080
+581
589
$1.03M 0.01%
77,016
+1,911
590
$1.02M 0.01%
5,290
+38
591
$1.02M 0.01%
+60,275
592
$1.02M 0.01%
29,606
-6,991
593
$1.01M 0.01%
11,546
+2,858
594
$1.01M 0.01%
25,856
+8,256
595
$1.01M 0.01%
9,609
-1,558
596
$1.01M 0.01%
16,440
+291
597
$1M 0.01%
10,093
598
$1M 0.01%
48,470
+34,855
599
$1,000K 0.01%
15,559
+303
600
$994K 0.01%
64,416
22 23
24
25 26