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
$2.05B
AUM Growth
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$73.9M
2
+$19.7M
3
+$14M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.7M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$10.1M

Top Sells

1
+$10.5M
2
+$9.65M
3
+$8.33M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.74M

Sector Composition

1 Technology 15.53%
2 Healthcare 5.37%
3 Consumer Staples 5.13%
4 Consumer Discretionary 4.45%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.34M 0.16%
18,740
-5,095
77
$5.3M 0.16%
44,799
+24,773
78
$5.28M 0.16%
93,152
+29,276
79
$5.22M 0.16%
45,197
+17,746
80
$5.18M 0.16%
521,954
+3,107
81
$5.12M 0.15%
97,267
+42,835
82
$5.08M 0.15%
25,732
+12,075
83
$5.01M 0.15%
45,243
+36,845
84
$5M 0.15%
222,041
85
$4.96M 0.15%
58,398
+1,044
86
$4.88M 0.15%
190,703
+77,185
87
$4.79M 0.14%
50,977
+1,281
88
$4.64M 0.14%
+30,163
89
$4.52M 0.14%
38,379
+548
90
$4.49M 0.14%
24,917
-31
91
$4.48M 0.14%
79,920
+2,072
92
$4.39M 0.13%
94,199
+102
93
$4.23M 0.13%
28,580
+16,597
94
$4.11M 0.12%
+95,270
95
$4.1M 0.12%
44,822
+3,074
96
$4.03M 0.12%
50,864
+29,597
97
$3.98M 0.12%
48,378
+1,050
98
$3.97M 0.12%
65,892
+1,104
99
$3.9M 0.12%
164,055
+9,027
100
$3.76M 0.11%
20,369
-596
2 3
4
5 6