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
$2.05B
AUM Growth
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$73.9M
2
+$19.7M
3
+$14M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.7M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$10.1M

Top Sells

1
+$10.5M
2
+$9.65M
3
+$8.33M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.74M

Sector Composition

1 Technology 15.53%
2 Healthcare 5.37%
3 Consumer Staples 5.13%
4 Consumer Discretionary 4.45%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.28M 0.22%
29,365
+1,070
52
$7.27M 0.22%
46,473
-28
53
$7.22M 0.22%
197,898
+10,311
54
$7.2M 0.22%
60,014
+18,153
55
$7.19M 0.22%
130,454
+46,263
56
$7.15M 0.22%
117,940
-4,569
57
$6.86M 0.21%
112,664
-26,451
58
$6.78M 0.2%
51,734
-3,735
59
$6.65M 0.2%
21,461
+1,828
60
$6.48M 0.2%
36,316
+5,754
61
$6.43M 0.19%
67,507
+31,002
62
$6.39M 0.19%
159,951
+86,121
63
$6.23M 0.19%
75,395
+37,126
64
$6.2M 0.19%
91,892
-19,500
65
$6.18M 0.19%
38,235
-93
66
$6.01M 0.18%
32,111
+16,129
67
$5.98M 0.18%
193,948
+2,569
68
$5.72M 0.17%
263,054
+236,989
69
$5.64M 0.17%
73,341
+48,363
70
$5.62M 0.17%
71,298
+4,077
71
$5.62M 0.17%
57,138
+28,901
72
$5.56M 0.17%
47,168
-7,863
73
$5.47M 0.17%
176,293
+23,894
74
$5.44M 0.16%
37,612
+17,239
75
$5.42M 0.16%
28,466
+16,161
1 2
3
4 5