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
951
$331K ﹤0.01%
+630
952
$330K ﹤0.01%
6,397
-59,353
953
$328K ﹤0.01%
5,333
-4,510
954
$328K ﹤0.01%
13,293
+1,036
955
$327K ﹤0.01%
9,091
+763
956
$324K ﹤0.01%
3,412
-17
957
$323K ﹤0.01%
+9,018
958
$322K ﹤0.01%
1,169
+28
959
$321K ﹤0.01%
2,577
+207
960
$320K ﹤0.01%
4,812
-299
961
$320K ﹤0.01%
8,045
-309
962
$319K ﹤0.01%
4,395
+154
963
$319K ﹤0.01%
14,700
-2,087
964
$318K ﹤0.01%
+12,769
965
$318K ﹤0.01%
+8,522
966
$318K ﹤0.01%
728
+41
967
$317K ﹤0.01%
948
-184
968
$317K ﹤0.01%
1,027
-11
969
$316K ﹤0.01%
6,507
+633
970
$315K ﹤0.01%
24,392
+639
971
$315K ﹤0.01%
602
-151
972
$314K ﹤0.01%
9,685
+136
973
$313K ﹤0.01%
2,316
-200
974
$313K ﹤0.01%
11,847
+247
975
$313K ﹤0.01%
10,817
-1,649
37 38
39
40 41