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
201
$1.14M 0.03%
2,239
202
$1.12M 0.03%
2,058
-592
203
$1.12M 0.03%
+13,129
204
$1.12M 0.03%
+68,018
205
$1.1M 0.03%
5,422
-614
206
$1.09M 0.03%
14,909
+4,297
207
$1.09M 0.03%
3,020
+1,482
208
$1.07M 0.03%
13,815
+163
209
$1.07M 0.03%
125,160
+160
210
$1.07M 0.03%
107,216
211
$1.04M 0.03%
48,100
+2,265
212
$1.04M 0.03%
57,294
+19,684
213
$1.03M 0.03%
10,880
-4,490
214
$1.03M 0.03%
4,771
+39
215
$1.02M 0.03%
20,005
-13,402
216
$1.01M 0.03%
9,283
-130
217
$1.01M 0.03%
3,106
-194
218
$998K 0.03%
5,903
-478
219
$972K 0.03%
74,617
+40,064
220
$960K 0.03%
37,071
-14,978
221
$955K 0.03%
7,097
-62
222
$944K 0.03%
25,253
+6,452
223
$937K 0.03%
9,764
+6,502
224
$920K 0.03%
11,329
+8,394
225
$912K 0.03%
49,374
+13,560
7 8
9
10 11