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
$2.33B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$24.2M
3
+$14.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.9M
5
NFLX icon
Netflix
NFLX
+$7.41M

Top Sells

1
+$17.4M
2
+$8.68M
3
+$7.81M
4
TGT icon
Target
TGT
+$6.66M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.93M

Sector Composition

1 Technology 16.77%
2 Consumer Discretionary 5.17%
3 Healthcare 4.77%
4 Consumer Staples 4.51%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.02M 0.03%
+5,815
227
$1.02M 0.03%
27,616
+12,717
228
$1.02M 0.03%
+47,051
229
$1.02M 0.03%
13,834
+6,233
230
$987K 0.03%
7,326
+229
231
$984K 0.03%
162,402
+1,160
232
$977K 0.03%
122,300
+32,300
233
$971K 0.02%
4,366
+1,441
234
$968K 0.02%
894
+11
235
$959K 0.02%
34,760
+1,290
236
$954K 0.02%
103,400
+19,295
237
$950K 0.02%
10,131
+4,657
238
$949K 0.02%
6,445
+551
239
$949K 0.02%
9,486
-52
240
$948K 0.02%
44,442
+13,827
241
$944K 0.02%
+6,130
242
$935K 0.02%
76,500
-48,660
243
$934K 0.02%
8,440
+2,347
244
$933K 0.02%
54,608
-32
245
$930K 0.02%
15,433
+5,111
246
$916K 0.02%
18,318
-145
247
$911K 0.02%
3,031
+11
248
$911K 0.02%
11,414
-12
249
$908K 0.02%
8,221
-37,022
250
$891K 0.02%
9,528
+60
8 9
10
11 12