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
651
$872K 0.01%
2,032
-103
652
$872K 0.01%
9,332
+23
653
$869K 0.01%
+5,159
654
$862K 0.01%
7,057
+131
655
$862K 0.01%
1,490
-535
656
$860K 0.01%
6,943
+560
657
$860K 0.01%
16,660
-2,970
658
$856K 0.01%
+16,596
659
$855K 0.01%
40,197
+3,499
660
$852K 0.01%
682
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661
$849K 0.01%
34,223
+23,772
662
$848K 0.01%
37,263
+2,348
663
$846K 0.01%
+9,762
664
$845K 0.01%
67,140
665
$839K ﹤0.01%
33,081
-4,933
666
$832K ﹤0.01%
72,437
-49,418
667
$829K ﹤0.01%
51,425
+5,070
668
$829K ﹤0.01%
2,858
+215
669
$827K ﹤0.01%
5,752
-465
670
$826K ﹤0.01%
6,332
-624
671
$820K ﹤0.01%
40,859
+2,600
672
$818K ﹤0.01%
11,201
+5
673
$816K ﹤0.01%
+10,701
674
$813K ﹤0.01%
4,819
+72
675
$813K ﹤0.01%
11,900
+3,437
25 26
27
28 29