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
901
$369K ﹤0.01%
+9,018
902
$368K ﹤0.01%
1,853
903
$367K ﹤0.01%
275
-20
904
$366K ﹤0.01%
6,885
905
$365K ﹤0.01%
+5,399
906
$365K ﹤0.01%
10,037
+433
907
$364K ﹤0.01%
+7,067
908
$364K ﹤0.01%
14,394
-107
909
$364K ﹤0.01%
7,292
+398
910
$363K ﹤0.01%
2,786
-157
911
$361K ﹤0.01%
5,229
-129
912
$360K ﹤0.01%
1,897
+147
913
$359K ﹤0.01%
+11,292
914
$359K ﹤0.01%
3,375
915
$358K ﹤0.01%
23,396
-54,956
916
$358K ﹤0.01%
582
-57
917
$357K ﹤0.01%
5,230
-1,086
918
$357K ﹤0.01%
103,840
+82,424
919
$356K ﹤0.01%
16,750
920
$356K ﹤0.01%
14,550
921
$355K ﹤0.01%
2,584
-40
922
$355K ﹤0.01%
822
+3
923
$355K ﹤0.01%
2,536
-537
924
$353K ﹤0.01%
+5,097
925
$352K ﹤0.01%
1,565
+84
35 36
37
38 39