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
851
$446K ﹤0.01%
14,034
852
$446K ﹤0.01%
12,060
+360
853
$445K ﹤0.01%
6,628
-121
854
$443K ﹤0.01%
8,163
-10,489
855
$441K ﹤0.01%
22,795
856
$440K ﹤0.01%
25,645
+3,140
857
$437K ﹤0.01%
3,285
+944
858
$436K ﹤0.01%
3,524
-407
859
$434K ﹤0.01%
910
+51
860
$429K ﹤0.01%
3,884
-176
861
$428K ﹤0.01%
8,265
+73
862
$427K ﹤0.01%
23,855
+9,143
863
$424K ﹤0.01%
31,730
864
$420K ﹤0.01%
4,227
+584
865
$420K ﹤0.01%
+12,773
866
$419K ﹤0.01%
1,054
+159
867
$419K ﹤0.01%
8,343
+931
868
$418K ﹤0.01%
7,411
+747
869
$418K ﹤0.01%
2,110
+361
870
$415K ﹤0.01%
4,910
+1,942
871
$411K ﹤0.01%
1,744
-78
872
$411K ﹤0.01%
13,106
-3,146
873
$408K ﹤0.01%
4,700
-15
874
$408K ﹤0.01%
3,576
+474
875
$407K ﹤0.01%
+15,972
33 34
35
36 37