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
1101
$231K ﹤0.01%
+4,510
1102
$229K ﹤0.01%
3,998
-234
1103
$229K ﹤0.01%
2,521
+166
1104
$227K ﹤0.01%
2,952
1105
$226K ﹤0.01%
4,943
+407
1106
$226K ﹤0.01%
33,178
-100
1107
$222K ﹤0.01%
19,030
1108
$222K ﹤0.01%
4,038
-198
1109
$222K ﹤0.01%
+5,125
1110
$222K ﹤0.01%
+1,624
1111
$222K ﹤0.01%
760
-47
1112
$220K ﹤0.01%
7,169
-2,144
1113
$220K ﹤0.01%
484
+55
1114
$220K ﹤0.01%
2,689
-19,475
1115
$217K ﹤0.01%
7,768
-1,482
1116
$216K ﹤0.01%
5,880
1117
$216K ﹤0.01%
+489
1118
$215K ﹤0.01%
2,049
-230
1119
$215K ﹤0.01%
+2,715
1120
$215K ﹤0.01%
34,500
1121
$214K ﹤0.01%
9,429
+926
1122
$212K ﹤0.01%
3,423
+336
1123
$211K ﹤0.01%
12,796
+1,617
1124
$210K ﹤0.01%
+4,640
1125
$210K ﹤0.01%
4,731
-10
43 44
45
46 47