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
676
$812K ﹤0.01%
23,621
-1,582
677
$800K ﹤0.01%
12,531
+1,204
678
$794K ﹤0.01%
30,994
679
$791K ﹤0.01%
2,412
-287
680
$789K ﹤0.01%
16,918
-1,280
681
$787K ﹤0.01%
16,131
+690
682
$784K ﹤0.01%
16,711
+4,809
683
$780K ﹤0.01%
3,805
-63
684
$773K ﹤0.01%
10,528
-637
685
$773K ﹤0.01%
2,977
+89
686
$769K ﹤0.01%
5,917
-6,901
687
$767K ﹤0.01%
16,923
-22,040
688
$767K ﹤0.01%
32,881
-14,612
689
$758K ﹤0.01%
25,571
-1,534
690
$749K ﹤0.01%
35,468
+9,248
691
$741K ﹤0.01%
6,310
+66
692
$740K ﹤0.01%
12,638
-1,946
693
$740K ﹤0.01%
37,926
+20
694
$733K ﹤0.01%
7,380
+654
695
$728K ﹤0.01%
44,248
-1,742
696
$727K ﹤0.01%
48,366
+700
697
$724K ﹤0.01%
21,426
-1,851
698
$721K ﹤0.01%
2,694
+1,530
699
$713K ﹤0.01%
4,912
+25
700
$710K ﹤0.01%
+7,158
26 27
28
29 30