Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
51
$32.3M 0.19%
279,831
+11,226
52
$31.6M 0.19%
51,997
+3,996
53
$31.1M 0.18%
40,029
+1,895
54
$30.7M 0.18%
728,253
+500,199
55
$29.7M 0.17%
226,353
+20,773
56
$29.7M 0.17%
56,570
+1,675
57
$28.7M 0.17%
163,883
-5,106
58
$28.4M 0.17%
334,088
-26,594
59
$27.3M 0.16%
151,155
+10,947
60
$27.2M 0.16%
167,706
+25,642
61
$26.4M 0.16%
54,734
+2,083
62
$26.2M 0.15%
+236,776
63
$25.8M 0.15%
988,126
+112,909
64
$25.8M 0.15%
491,897
+20,942
65
$25M 0.15%
34,186
+620
66
$24.8M 0.15%
204,687
-5,627
67
$24.6M 0.15%
340,716
+9,352
68
– –
0
69
$24.2M 0.14%
295,851
-20,715
70
$24.1M 0.14%
44,851
+1,560
71
$23.4M 0.14%
93,525
+28,280
72
$22.8M 0.13%
450,655
-76,321
73
$22.2M 0.13%
162,778
+5,924
74
$22M 0.13%
48,269
-224
75
$21.6M 0.13%
508,535
+110,004
1 2
3
4 5