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
1176
$94.7K ﹤0.01%
14,545
-14,545
1177
$91.7K ﹤0.01%
+25,917
1178
$88.6K ﹤0.01%
15,050
-34,438
1179
$78.5K ﹤0.01%
10,100
1180
$77.3K ﹤0.01%
+1,500
1181
$77.3K ﹤0.01%
+15,000
1182
$74.9K ﹤0.01%
1,931
-1,886
1183
$67.5K ﹤0.01%
15,408
1184
$64.2K ﹤0.01%
16,127
+941
1185
$63K ﹤0.01%
12,374
1186
$61.9K ﹤0.01%
3,682
1187
$60K ﹤0.01%
3,453
1188
$59.6K ﹤0.01%
10,700
-3,029
1189
$57.7K ﹤0.01%
25,661
1190
$48.5K ﹤0.01%
18,721
+1,358
1191
$42.2K ﹤0.01%
+16,091
1192
$41.9K ﹤0.01%
+11,829
1193
$41.2K ﹤0.01%
10,025
1194
$37.8K ﹤0.01%
1,277
1195
$33.6K ﹤0.01%
1,889
+200
1196
$28.6K ﹤0.01%
2,044
-111
1197
$24.3K ﹤0.01%
10,000
-400
1198
$23.4K ﹤0.01%
12,000
1199
$19.6K ﹤0.01%
15,554
1200
$18.8K ﹤0.01%
+833
46 47
48
49 50