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
1201
$18.4K ﹤0.01%
13,621
+200
1202
$11.7K ﹤0.01%
+252
1203
$9.34K ﹤0.01%
5,000
1204
$7.53K ﹤0.01%
+11,391
1205
– –
-3,055
1206
– –
-2,422
1207
– –
-3,562
1208
– –
-49,976
1209
– –
-5,699
1210
– –
-16,592
1211
– –
-16,047
1212
– –
-25,964
1213
– –
-70,821
1214
– –
-9,590
1215
– –
-2,917
1216
– –
-3,270
1217
– –
-29,890
1218
– –
-34,403
1219
– –
-5,682
1220
– –
-1,899
1221
– –
-6,800
1222
– –
-4,348
1223
– –
-23,727
1224
– –
-3,959
1225
– –
-8,404
47 48
49
50 51