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
1026
$280K ﹤0.01%
5,393
+5
1027
$278K ﹤0.01%
+1,910
1028
$277K ﹤0.01%
+2,108
1029
$277K ﹤0.01%
21,880
+2,000
1030
$277K ﹤0.01%
3,467
+4
1031
$277K ﹤0.01%
7,156
+577
1032
$275K ﹤0.01%
5,468
-291
1033
$272K ﹤0.01%
8,131
+942
1034
$272K ﹤0.01%
19,244
-124
1035
$271K ﹤0.01%
12,760
-579
1036
$270K ﹤0.01%
2,840
+409
1037
$268K ﹤0.01%
6,165
-432
1038
$266K ﹤0.01%
1,219
+275
1039
$265K ﹤0.01%
+2,284
1040
$265K ﹤0.01%
+5,212
1041
$264K ﹤0.01%
7,265
-50
1042
$263K ﹤0.01%
15,012
+1,279
1043
$261K ﹤0.01%
44,309
-159,278
1044
$261K ﹤0.01%
10,274
1045
$261K ﹤0.01%
1,256
-328
1046
$260K ﹤0.01%
5,602
-1,682
1047
$260K ﹤0.01%
+3,816
1048
$259K ﹤0.01%
32
+3
1049
$259K ﹤0.01%
3,531
+218
1050
$259K ﹤0.01%
1,146
-270
40 41
42
43 44