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
151
$1.79M 0.05%
35,770
+1,624
152
$1.77M 0.05%
4,840
+1,678
153
$1.74M 0.05%
7,386
+963
154
$1.73M 0.05%
74,914
-1,898
155
$1.72M 0.05%
8,919
+5,244
156
$1.7M 0.05%
18,377
+1,629
157
$1.69M 0.05%
12,957
+1,326
158
$1.68M 0.05%
18,837
+3,031
159
$1.65M 0.05%
25,375
160
$1.63M 0.05%
17,432
+4,660
161
$1.6M 0.05%
9,584
+2,740
162
$1.6M 0.05%
167,800
+37,500
163
$1.59M 0.05%
3,936
+342
164
$1.59M 0.05%
9,151
+1,280
165
$1.58M 0.05%
37,952
-1,633
166
$1.58M 0.05%
13,660
+6,113
167
$1.57M 0.05%
+45,253
168
$1.53M 0.05%
40,076
+8,106
169
$1.53M 0.05%
23,544
-7,848
170
$1.53M 0.05%
35,091
+2,099
171
$1.51M 0.05%
11,979
+562
172
$1.49M 0.05%
17,074
-4,207
173
$1.49M 0.05%
37,251
-7,010
174
$1.48M 0.04%
164,683
+3,083
175
$1.47M 0.04%
205,028
-35,270
5 6
7
8 9