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
801
$532K ﹤0.01%
100,402
802
$530K ﹤0.01%
14,471
+1,076
803
$529K ﹤0.01%
10,754
+1,043
804
$528K ﹤0.01%
7,837
-52
805
$527K ﹤0.01%
3,749
-28
806
$526K ﹤0.01%
12,472
-12,939
807
$522K ﹤0.01%
13,564
808
$522K ﹤0.01%
25,403
-27,360
809
$517K ﹤0.01%
22,135
+7,265
810
$515K ﹤0.01%
+4,085
811
$514K ﹤0.01%
2,636
+1,339
812
$514K ﹤0.01%
5,373
-21
813
$513K ﹤0.01%
4,092
-124
814
$511K ﹤0.01%
5,830
+330
815
$510K ﹤0.01%
5,072
-503
816
$508K ﹤0.01%
1,469
-603
817
$507K ﹤0.01%
23,660
818
$506K ﹤0.01%
30,183
+228
819
$505K ﹤0.01%
+10,000
820
$505K ﹤0.01%
22,845
+75
821
$501K ﹤0.01%
1,576
+55
822
$500K ﹤0.01%
11,020
-253
823
$500K ﹤0.01%
5,141
+178
824
$499K ﹤0.01%
10,593
+745
825
$498K ﹤0.01%
3,426
-493
31 32
33
34 35