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
126
$2.47M 0.07%
13,477
-11,629
127
$2.39M 0.07%
16,701
-3,924
128
$2.31M 0.07%
126,933
-4,476
129
$2.26M 0.07%
11,790
-545
130
$2.26M 0.07%
71,620
+19,450
131
$2.25M 0.07%
42,500
132
$2.25M 0.07%
50,105
+309
133
$2.24M 0.07%
+44,771
134
$2.22M 0.07%
135,060
+122,028
135
$2.19M 0.07%
+85,410
136
$2.13M 0.06%
37,425
-13,675
137
$2.12M 0.06%
41,225
+2,285
138
$2.09M 0.06%
16,471
-759
139
$2.06M 0.06%
22,512
+4,860
140
$2.05M 0.06%
45,130
+13,290
141
$2.04M 0.06%
66,479
-2,826
142
$2.01M 0.06%
12,269
+801
143
$2M 0.06%
51,003
+5,467
144
$1.99M 0.06%
27,072
+674
145
$1.96M 0.06%
23,976
+2,059
146
$1.92M 0.06%
32,701
+3,271
147
$1.89M 0.06%
104,555
-3,745
148
$1.83M 0.06%
12,227
-391
149
$1.81M 0.05%
298,392
-23,551
150
$1.81M 0.05%
93,942
-298
4 5
6
7 8