Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
101
$17.4M 0.1%
178,720
+6,730
102
$17.3M 0.1%
109,613
-1,009
103
$16.9M 0.1%
67,717
+4,088
104
$16.9M 0.1%
92,489
-3,062
105
$16.3M 0.1%
147,300
-1,085
106
$16.2M 0.1%
46,680
-1,122
107
$16.1M 0.09%
154,961
+4,717
108
$16.1M 0.09%
141,271
+3,767
109
$16M 0.09%
70,488
+3,266
110
$15.9M 0.09%
20,826
+1,453
111
$15.8M 0.09%
93,504
+8,558
112
$15.6M 0.09%
57,992
+2,074
113
$15.6M 0.09%
265,731
-260,063
114
$15.6M 0.09%
49,734
-429
115
$15.4M 0.09%
255,387
-4,393
116
$15.4M 0.09%
54,621
+1,023
117
– –
0
118
$15.3M 0.09%
142,003
-408
119
$15.3M 0.09%
37,018
-2,364
120
$15.2M 0.09%
209,332
-25,300
121
$14.8M 0.09%
193,714
-38,280
122
$14.6M 0.09%
82,962
-83,720
123
$14.3M 0.08%
25,702
-654
124
$14.3M 0.08%
730,986
-13,388
125
$14.2M 0.08%
284,632
+24,974
3 4
5
6 7