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
$2.05B
AUM Growth
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$73.9M
2
+$19.7M
3
+$14M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.7M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$10.1M

Top Sells

1
+$10.5M
2
+$9.65M
3
+$8.33M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.74M

Sector Composition

1 Technology 15.53%
2 Healthcare 5.37%
3 Consumer Staples 5.13%
4 Consumer Discretionary 4.45%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.67M 0.11%
62,544
-178,649
102
$3.66M 0.11%
71,114
-565
103
$3.59M 0.11%
70,836
-93,894
104
$3.57M 0.11%
32,000
-1,292
105
$3.52M 0.11%
49,381
-2,219
106
$3.47M 0.1%
34,137
+23,892
107
$3.44M 0.1%
278,592
+1,800
108
$3.42M 0.1%
242,252
+101,034
109
$3.38M 0.1%
10,989
+1,275
110
$3.35M 0.1%
11,341
+1,786
111
$3.23M 0.1%
72,156
+4,528
112
$3.2M 0.1%
124,096
-271,164
113
$3.12M 0.09%
52,028
+14,624
114
$3.07M 0.09%
10,115
+366
115
$3.06M 0.09%
88,325
+60,340
116
$2.98M 0.09%
8,223
-1,041
117
$2.96M 0.09%
+86,459
118
$2.95M 0.09%
47,170
-15,708
119
$2.81M 0.08%
123,083
+5,894
120
$2.68M 0.08%
59,410
+20,761
121
$2.65M 0.08%
29,093
-2,967
122
$2.54M 0.08%
18,593
+1,673
123
$2.53M 0.08%
45,760
+10,583
124
$2.52M 0.08%
36,272
+1,971
125
$2.5M 0.08%
+46,125
3 4
5
6 7