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
1076
$243K ﹤0.01%
2,865
+194
1077
$243K ﹤0.01%
3,615
-21
1078
$242K ﹤0.01%
4,841
+474
1079
$242K ﹤0.01%
+2,270
1080
$241K ﹤0.01%
+1,939
1081
$241K ﹤0.01%
158
-1
1082
$240K ﹤0.01%
+3,799
1083
$239K ﹤0.01%
3,159
+265
1084
$239K ﹤0.01%
+5,192
1085
$239K ﹤0.01%
4,731
-4,237
1086
$238K ﹤0.01%
6,650
+468
1087
$238K ﹤0.01%
+4,535
1088
$236K ﹤0.01%
5,357
-2,332
1089
$236K ﹤0.01%
+1,653
1090
$235K ﹤0.01%
5,600
1091
$235K ﹤0.01%
+5,362
1092
$233K ﹤0.01%
14,644
-842
1093
$233K ﹤0.01%
10,524
1094
$233K ﹤0.01%
3,096
+248
1095
$233K ﹤0.01%
4,116
-37
1096
$233K ﹤0.01%
+5,104
1097
$232K ﹤0.01%
1,748
-2
1098
$232K ﹤0.01%
24,303
-1,294
1099
$231K ﹤0.01%
1,229
-256
1100
$231K ﹤0.01%
2,288
-1,494
42 43
44
45 46