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
1051
$258K ﹤0.01%
6,370
1052
$258K ﹤0.01%
885
+26
1053
$256K ﹤0.01%
7,695
+298
1054
$255K ﹤0.01%
4,430
+381
1055
$254K ﹤0.01%
8,525
+490
1056
$254K ﹤0.01%
2,913
-433
1057
$253K ﹤0.01%
9,707
-6,474
1058
$252K ﹤0.01%
11,486
1059
$252K ﹤0.01%
923
+34
1060
$252K ﹤0.01%
21,078
+1,570
1061
$251K ﹤0.01%
4,359
+301
1062
$250K ﹤0.01%
+1,370
1063
$250K ﹤0.01%
+1,491
1064
$249K ﹤0.01%
2,998
+182
1065
$247K ﹤0.01%
+1,777
1066
$247K ﹤0.01%
13,975
1067
$247K ﹤0.01%
+2,112
1068
$247K ﹤0.01%
4,091
+347
1069
$246K ﹤0.01%
832
-144
1070
$246K ﹤0.01%
+7,723
1071
$246K ﹤0.01%
3,444
+320
1072
$244K ﹤0.01%
8,549
-1,558
1073
$244K ﹤0.01%
1,236
+1
1074
$244K ﹤0.01%
18,855
+6,205
1075
$244K ﹤0.01%
6,001
-8,853
41 42
43
44 45