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
1001
$297K ﹤0.01%
1,246
1002
$297K ﹤0.01%
5,276
+425
1003
$296K ﹤0.01%
113,463
1004
$296K ﹤0.01%
8,829
+134
1005
$296K ﹤0.01%
10,380
-255
1006
$295K ﹤0.01%
1,563
+109
1007
$295K ﹤0.01%
1,575
-47
1008
$295K ﹤0.01%
1,588
+166
1009
$292K ﹤0.01%
6,939
+162
1010
$292K ﹤0.01%
5,396
+518
1011
$292K ﹤0.01%
2,369
+220
1012
$291K ﹤0.01%
11,299
-15,849
1013
$291K ﹤0.01%
12,521
1014
$290K ﹤0.01%
10,194
+5
1015
$290K ﹤0.01%
+706
1016
$288K ﹤0.01%
+27,600
1017
$288K ﹤0.01%
2,471
-7
1018
$286K ﹤0.01%
+2,287
1019
$286K ﹤0.01%
5,293
+484
1020
$283K ﹤0.01%
+3,330
1021
$283K ﹤0.01%
7,831
+1,588
1022
$283K ﹤0.01%
939
-20
1023
$282K ﹤0.01%
2,813
+258
1024
$280K ﹤0.01%
6,305
-2,781
1025
$280K ﹤0.01%
2,387
-801
39 40
41
42 43