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
201
$7.75M 0.05%
45,830
+2,653
202
$7.75M 0.05%
137,944
-14,653
203
$7.75M 0.05%
215,682
+15,147
204
$7.55M 0.04%
104,279
+7,680
205
$7.53M 0.04%
57,362
+7,209
206
$7.52M 0.04%
257,638
+10,350
207
$7.45M 0.04%
13,291
-685
208
$7.41M 0.04%
25,492
+2,508
209
$7.35M 0.04%
25,533
-267
210
$7.34M 0.04%
45,078
-12,265
211
$7.19M 0.04%
184,988
-132,657
212
$7.16M 0.04%
34,740
+3,422
213
$7.14M 0.04%
53,805
+5,299
214
$7.12M 0.04%
43,326
-18,714
215
$7.03M 0.04%
43,065
-3,231
216
$6.91M 0.04%
304,395
+12,382
217
$6.87M 0.04%
323,864
218
$6.84M 0.04%
176,498
-49,964
219
$6.84M 0.04%
117,928
-4,100
220
$6.75M 0.04%
76,152
+19,385
221
$6.62M 0.04%
50,226
-4,036
222
$6.6M 0.04%
32,340
+4,531
223
$6.58M 0.04%
47,869
+183
224
$6.54M 0.04%
26,446
+1,634
225
$6.52M 0.04%
112,787
+108,865
7 8
9
10 11