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
1126
$209K ﹤0.01%
11,608
1127
$209K ﹤0.01%
1,874
-2,224
1128
$209K ﹤0.01%
2,099
-74
1129
$208K ﹤0.01%
+63,998
1130
$208K ﹤0.01%
12,021
+346
1131
$208K ﹤0.01%
+3,869
1132
$206K ﹤0.01%
5,931
-44
1133
$206K ﹤0.01%
+3,855
1134
$205K ﹤0.01%
+4,326
1135
$204K ﹤0.01%
9,634
+573
1136
$204K ﹤0.01%
+1,279
1137
$204K ﹤0.01%
+7,150
1138
$203K ﹤0.01%
13,924
1139
$202K ﹤0.01%
501
-16
1140
$202K ﹤0.01%
+2,429
1141
$202K ﹤0.01%
9,190
-4,433
1142
$193K ﹤0.01%
19,837
1143
$186K ﹤0.01%
10,365
+102
1144
$185K ﹤0.01%
+22,375
1145
$183K ﹤0.01%
11,598
-46,206
1146
$182K ﹤0.01%
13,230
-1,416
1147
$180K ﹤0.01%
23,409
-106,504
1148
$177K ﹤0.01%
14,029
1149
$176K ﹤0.01%
17,239
+6,637
1150
$172K ﹤0.01%
28,969
44 45
46
47 48