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
776
$586K ﹤0.01%
6,588
-7,560
777
$585K ﹤0.01%
2,665
+61
778
$584K ﹤0.01%
14,315
-5,439
779
$582K ﹤0.01%
7,851
-293
780
$572K ﹤0.01%
10,515
-301
781
$571K ﹤0.01%
1,344
+59
782
$570K ﹤0.01%
9,941
+358
783
$567K ﹤0.01%
5,016
+230
784
$566K ﹤0.01%
5,030
-9,415
785
$561K ﹤0.01%
47,259
+3,551
786
$560K ﹤0.01%
8,165
-1,438
787
$559K ﹤0.01%
10,043
+184
788
$559K ﹤0.01%
14,068
+142
789
$558K ﹤0.01%
3,754
+149
790
$555K ﹤0.01%
2,574
-241
791
$555K ﹤0.01%
9,554
-11,407
792
$554K ﹤0.01%
3,848
+166
793
$550K ﹤0.01%
4,130
-996
794
$543K ﹤0.01%
4,355
-183
795
$540K ﹤0.01%
4,087
-65
796
$538K ﹤0.01%
3,628
-134
797
$538K ﹤0.01%
1,369
-84
798
$537K ﹤0.01%
9,263
-4,927
799
$534K ﹤0.01%
44,898
800
$533K ﹤0.01%
6,593
+1,731
30 31
32
33 34