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
126
$14.1M 0.08%
487,489
-76,017
127
$14M 0.08%
38,134
-5,241
128
– –
0
129
$13.3M 0.08%
105,920
+7,485
130
$13M 0.08%
74,846
+4,406
131
$12.8M 0.08%
21,974
-252
132
$12.7M 0.07%
85,998
-391
133
$12.6M 0.07%
56,124
+1,675
134
$12.6M 0.07%
204,188
+23,588
135
$12.4M 0.07%
377,552
+22,456
136
$12.3M 0.07%
53,895
+1,880
137
$12.3M 0.07%
26,533
-2,031
138
$12.3M 0.07%
147,379
-21,425
139
$12.2M 0.07%
228,606
+223,461
140
$11.9M 0.07%
62,569
+6,356
141
$11.9M 0.07%
121,992
-466
142
$11.8M 0.07%
115,074
+14,779
143
$11.7M 0.07%
+234,181
144
$11.6M 0.07%
43,033
+3,469
145
$11.4M 0.07%
157,752
+7,072
146
$11.4M 0.07%
+38,011
147
$11.4M 0.07%
126,703
-1,518
148
$11.4M 0.07%
135,055
+8,430
149
$11.3M 0.07%
129,093
+17,615
150
$11.1M 0.07%
109,469
-11,465
4 5
6
7 8