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
151
$11M 0.06%
51,593
+2,127
152
$10.9M 0.06%
119,623
-16,622
153
$10.7M 0.06%
431,015
+17,294
154
$10.7M 0.06%
25,090
+1,005
155
$10.6M 0.06%
122,736
-14,181
156
$10.5M 0.06%
515,274
-16,254
157
$10.4M 0.06%
283,701
-64,571
158
$10.4M 0.06%
2,861
+205
159
$10.4M 0.06%
34,569
+1,297
160
$10.4M 0.06%
12,419
+661
161
$10.3M 0.06%
563,521
+52,793
162
$10.3M 0.06%
69,413
+4,439
163
$10.3M 0.06%
41,764
+395
164
$10.2M 0.06%
269,132
+12,328
165
$10.2M 0.06%
+202,713
166
$9.84M 0.06%
23,534
-89
167
$9.73M 0.06%
27,125
-1,645
168
$9.69M 0.06%
219,370
+5,387
169
$9.57M 0.06%
496,098
-19,955
170
$9.48M 0.06%
33,624
+71
171
$9.46M 0.06%
148,057
+8,365
172
$9.45M 0.06%
110,856
+5,966
173
$9.3M 0.05%
400,251
+9,012
174
$9.22M 0.05%
51,449
-5,358
175
$9.21M 0.05%
61,827
+2,340
5 6
7
8 9