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
976
$313K ﹤0.01%
2,004
-2,069
977
$312K ﹤0.01%
7,254
-559
978
$312K ﹤0.01%
2,404
-12
979
$312K ﹤0.01%
2,876
+70
980
$311K ﹤0.01%
3,747
+387
981
$311K ﹤0.01%
6,404
+345
982
$311K ﹤0.01%
+14,470
983
$310K ﹤0.01%
6,169
+616
984
$310K ﹤0.01%
1,570
+109
985
$310K ﹤0.01%
27,655
+2,305
986
$309K ﹤0.01%
11,074
-12,692
987
$308K ﹤0.01%
+2,071
988
$308K ﹤0.01%
+3,306
989
$308K ﹤0.01%
4,657
+337
990
$307K ﹤0.01%
4,945
+425
991
$307K ﹤0.01%
+3,768
992
$307K ﹤0.01%
+32,984
993
$306K ﹤0.01%
1,195
-84
994
$303K ﹤0.01%
1,112
-68
995
$303K ﹤0.01%
4,861
+166
996
$302K ﹤0.01%
+7,162
997
$300K ﹤0.01%
4,439
-2,122
998
$298K ﹤0.01%
3,631
-213
999
$298K ﹤0.01%
+20,732
1000
$297K ﹤0.01%
+39,507
38 39
40
41 42