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
926
$351K ﹤0.01%
+7,101
927
$350K ﹤0.01%
3,901
-3,417
928
$349K ﹤0.01%
1,290
-70
929
$349K ﹤0.01%
7,052
-364
930
$348K ﹤0.01%
3,770
+907
931
$348K ﹤0.01%
15,526
-348
932
$348K ﹤0.01%
+2,256
933
$348K ﹤0.01%
16,195
-1,470
934
$347K ﹤0.01%
+7,993
935
$347K ﹤0.01%
+11,748
936
$347K ﹤0.01%
4,352
-1,842
937
$346K ﹤0.01%
23,561
-264
938
$345K ﹤0.01%
12,418
+649
939
$344K ﹤0.01%
6,071
+879
940
$343K ﹤0.01%
2,051
-4,763
941
$340K ﹤0.01%
7,192
+2,604
942
$339K ﹤0.01%
3,275
-7
943
$339K ﹤0.01%
5,074
-373
944
$338K ﹤0.01%
2,780
-26
945
$337K ﹤0.01%
+6,874
946
$336K ﹤0.01%
2,188
-397
947
$335K ﹤0.01%
6,405
+165
948
$335K ﹤0.01%
7,950
+1,314
949
$334K ﹤0.01%
8,748
+3,994
950
$331K ﹤0.01%
13,200
36 37
38
39 40