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
726
$665K ﹤0.01%
8,300
-1,310
727
$661K ﹤0.01%
6,518
+2,206
728
$660K ﹤0.01%
3,841
-121
729
$660K ﹤0.01%
18,252
+684
730
$660K ﹤0.01%
536
+30
731
$658K ﹤0.01%
6,761
+1,634
732
$658K ﹤0.01%
12,462
-659
733
$652K ﹤0.01%
12,344
+2,620
734
$652K ﹤0.01%
12,478
+125
735
$648K ﹤0.01%
5,359
-967
736
$647K ﹤0.01%
66,099
+2,357
737
$647K ﹤0.01%
3,316
-440
738
$643K ﹤0.01%
106,199
+25,149
739
$642K ﹤0.01%
22,133
-2,000
740
$639K ﹤0.01%
2,411
+609
741
$638K ﹤0.01%
+53,395
742
$637K ﹤0.01%
3,705
+885
743
$637K ﹤0.01%
11,149
-2,048
744
$635K ﹤0.01%
41,393
-750
745
$633K ﹤0.01%
5,263
-465
746
$631K ﹤0.01%
19,168
+2,570
747
$631K ﹤0.01%
+44,030
748
$630K ﹤0.01%
17,683
+7,609
749
$629K ﹤0.01%
26,076
-7,536
750
$628K ﹤0.01%
4,180
-782
28 29
30
31 32