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
$1.18B
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$5.56M
3
+$5.06M
4
UNH icon
UnitedHealth
UNH
+$4.92M
5
UCO icon
ProShares Ultra Bloomberg Crude Oil
UCO
+$4.57M

Top Sells

1
+$8.85M
2
+$5.33M
3
+$4.17M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$3.86M
5
JPM icon
JPMorgan Chase
JPM
+$1.96M

Sector Composition

1 Technology 7.66%
2 Real Estate 5.4%
3 Healthcare 4.79%
4 Financials 4.19%
5 Communication Services 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$493K 0.03%
23,300
277
$486K 0.03%
+30,009
278
$484K 0.03%
17,807
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279
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280
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282
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283
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284
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285
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286
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287
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288
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289
$442K 0.03%
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290
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291
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292
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293
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294
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14,162
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295
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296
$428K 0.02%
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-391
297
$425K 0.02%
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298
$422K 0.02%
3,394
+1,477
299
$421K 0.02%
+19,812
300
$421K 0.02%
+46,230
10 11
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