Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
76
$21.4M 0.13%
103,613
+7,498
77
$21.1M 0.12%
114,906
-7,860
78
$21M 0.12%
106,221
+3,071
79
$21M 0.12%
73,858
+5,016
80
$20.8M 0.12%
1,030,938
+44,769
81
$20.5M 0.12%
103,568
+4,581
82
$20.2M 0.12%
183,851
-241,624
83
$20.2M 0.12%
307,132
-29,307
84
$20.2M 0.12%
403,204
+7,375
85
$19.6M 0.12%
98,262
+7,153
86
$19.1M 0.11%
47,742
+1,723
87
$18.9M 0.11%
146,426
+11,076
88
$18.9M 0.11%
312,922
-1,856
89
$18.9M 0.11%
29,021
+12,748
90
$18.7M 0.11%
68,727
+3,880
91
– –
0
92
$18.6M 0.11%
196,725
-6,144
93
$18.4M 0.11%
156,321
+11,018
94
$18.4M 0.11%
178,960
+124,357
95
$18M 0.11%
85,816
+11,449
96
$18M 0.11%
106,546
-7,073
97
$18M 0.11%
137,781
+97,194
98
$18M 0.11%
428,722
+10,026
99
$17.8M 0.1%
869,085
-46,087
100
$17.6M 0.1%
132,531
-5,293
2 3
4
5 6