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
876
$407K ﹤0.01%
5,486
-109
877
$407K ﹤0.01%
+4,713
878
$406K ﹤0.01%
5,213
+1,521
879
$406K ﹤0.01%
1,536
+29
880
$402K ﹤0.01%
9,401
+85
881
$397K ﹤0.01%
7,478
-1,306
882
$396K ﹤0.01%
1,000
+40
883
$391K ﹤0.01%
+25,126
884
$390K ﹤0.01%
41,955
+16,700
885
$390K ﹤0.01%
12,920
+4,041
886
$388K ﹤0.01%
4,433
+1,519
887
$384K ﹤0.01%
13,029
+1,760
888
$384K ﹤0.01%
4,540
-110
889
$383K ﹤0.01%
7,671
-388
890
$383K ﹤0.01%
1,469
-122
891
$382K ﹤0.01%
2,309
+392
892
$379K ﹤0.01%
12,137
+150
893
$379K ﹤0.01%
+8,760
894
$378K ﹤0.01%
26,822
+2,917
895
$377K ﹤0.01%
6,544
+251
896
$376K ﹤0.01%
1,202
+289
897
$376K ﹤0.01%
56,161
898
$375K ﹤0.01%
6,882
+355
899
$371K ﹤0.01%
1,664
+233
900
$369K ﹤0.01%
2,738
-387
34 35
36
37 38