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
701
$709K ﹤0.01%
68,744
-85,372
702
$705K ﹤0.01%
47,495
703
$705K ﹤0.01%
14,597
704
$704K ﹤0.01%
16,476
-8,352
705
$703K ﹤0.01%
16,914
-988
706
$700K ﹤0.01%
10,921
+335
707
$699K ﹤0.01%
11,582
+137
708
$699K ﹤0.01%
3,669
-145
709
$698K ﹤0.01%
+28,010
710
$695K ﹤0.01%
3,922
+129
711
$691K ﹤0.01%
16,145
+8,885
712
$687K ﹤0.01%
27,312
-6,986
713
$687K ﹤0.01%
13,472
-843
714
$684K ﹤0.01%
9,828
+3,356
715
$684K ﹤0.01%
42,844
716
$681K ﹤0.01%
11,726
-577
717
$675K ﹤0.01%
818
-1
718
$674K ﹤0.01%
34,384
719
$672K ﹤0.01%
15,591
+6,795
720
$671K ﹤0.01%
+2,847
721
$670K ﹤0.01%
17,821
-5,956
722
$667K ﹤0.01%
36,176
+2,762
723
$666K ﹤0.01%
1,341
-64
724
$665K ﹤0.01%
12,274
+859
725
$665K ﹤0.01%
+26,344
27 28
29
30 31