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
1151
$171K ﹤0.01%
23,812
-21,570
1152
$171K ﹤0.01%
20,000
1153
$168K ﹤0.01%
13,467
1154
$163K ﹤0.01%
+25,872
1155
$162K ﹤0.01%
13,026
1156
$160K ﹤0.01%
12,619
1157
$157K ﹤0.01%
37,028
1158
$151K ﹤0.01%
31,171
+18,248
1159
$151K ﹤0.01%
13,103
1160
$148K ﹤0.01%
19,701
-12,270
1161
$147K ﹤0.01%
12,323
-555
1162
$146K ﹤0.01%
10,000
1163
$145K ﹤0.01%
15,947
+868
1164
$144K ﹤0.01%
18,538
-1,478
1165
$139K ﹤0.01%
10,500
1166
$138K ﹤0.01%
30,907
-2,268
1167
$134K ﹤0.01%
11,302
-2,132
1168
$131K ﹤0.01%
+17,108
1169
$126K ﹤0.01%
45,308
-1,627
1170
$123K ﹤0.01%
10,064
-738
1171
$113K ﹤0.01%
25,221
-75
1172
$108K ﹤0.01%
414
+4
1173
$107K ﹤0.01%
19,135
-19,135
1174
$102K ﹤0.01%
+11,948
1175
$98.5K ﹤0.01%
10,617
45 46
47
48 49