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
751
$626K ﹤0.01%
3,211
+420
752
$622K ﹤0.01%
+16,706
753
$621K ﹤0.01%
991
+59
754
$620K ﹤0.01%
12,149
-18,324
755
$619K ﹤0.01%
9,123
756
$617K ﹤0.01%
5,090
+1
757
$616K ﹤0.01%
12,858
+3,829
758
$615K ﹤0.01%
6,099
-1,575
759
$614K ﹤0.01%
74,900
760
$610K ﹤0.01%
6,472
-421
761
$608K ﹤0.01%
4,555
+1,646
762
$607K ﹤0.01%
9,045
-1,740
763
$607K ﹤0.01%
4,316
+2,208
764
$607K ﹤0.01%
4,695
+716
765
$607K ﹤0.01%
5,276
+32
766
$605K ﹤0.01%
4,115
-34
767
$604K ﹤0.01%
15,643
+7,998
768
$601K ﹤0.01%
21,278
769
$599K ﹤0.01%
+45,000
770
$598K ﹤0.01%
9,445
+337
771
$598K ﹤0.01%
1,736
+67
772
$597K ﹤0.01%
25,320
+6,034
773
$596K ﹤0.01%
13,630
-10,766
774
$590K ﹤0.01%
4,052
+2,292
775
$590K ﹤0.01%
15,180
-853
29 30
31
32 33