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
$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
176
$9.17M 0.05%
30,418
+1,630
177
$9.17M 0.05%
169,124
+37,046
178
$9.09M 0.05%
72,169
-159,630
179
$9.04M 0.05%
39,271
+1,956
180
$9.03M 0.05%
28,417
+2,595
181
$8.88M 0.05%
+47,411
182
$8.75M 0.05%
82,135
+847
183
$8.74M 0.05%
308,527
+27,071
184
$8.74M 0.05%
365,018
-32,442
185
$8.7M 0.05%
35,639
+4,426
186
$8.56M 0.05%
41,601
+282
187
$8.49M 0.05%
61,219
+3,351
188
$8.49M 0.05%
305,943
+41,153
189
$8.47M 0.05%
54,134
+3,779
190
$8.39M 0.05%
68,110
-2,291
191
$8.38M 0.05%
14,659
+1,232
192
$8.29M 0.05%
53,766
+5,096
193
$8.28M 0.05%
237,422
-15,812
194
$8.21M 0.05%
135,162
+4,647
195
$8.12M 0.05%
11,969
+580
196
$8.1M 0.05%
39,601
+661
197
$8.03M 0.05%
37,704
+3,403
198
$7.94M 0.05%
41,161
+1,864
199
$7.81M 0.05%
57,841
-2,978
200
$7.77M 0.05%
67,654
+532
6 7
8
9 10