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
176
$1.44M 0.04%
21,093
-16
177
$1.41M 0.04%
8,167
-435
178
$1.41M 0.04%
14,781
-1,083
179
$1.4M 0.04%
15,346
-1,019
180
$1.34M 0.04%
7,613
-2,490
181
$1.34M 0.04%
72,277
+48,464
182
$1.3M 0.04%
100,132
+68,431
183
$1.27M 0.04%
13,795
-530
184
$1.27M 0.04%
24,460
-1,241
185
$1.26M 0.04%
84,918
-3,776
186
$1.26M 0.04%
161,242
+1,224
187
$1.26M 0.04%
8,839
-1,375
188
$1.26M 0.04%
5,855
+2,204
189
$1.26M 0.04%
11,149
-1,730
190
$1.24M 0.04%
8,321
+1,878
191
$1.24M 0.04%
7,203
+538
192
$1.23M 0.04%
7,270
+416
193
$1.23M 0.04%
11,082
-3,175
194
$1.2M 0.04%
125,524
-387,845
195
$1.18M 0.04%
14,816
-1,682
196
$1.17M 0.04%
32,830
+1,595
197
$1.16M 0.04%
83,264
198
$1.15M 0.03%
27,466
-1,074
199
$1.15M 0.03%
18,603
+5,432
200
$1.14M 0.03%
13,029
-4,670
6 7
8
9 10