Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$26.9M
2
+$24.2M
3
+$12.7M
4
EXPI icon
eXp World Holdings
EXPI
+$11.2M
5
NFLX icon
Netflix
NFLX
+$7.37M

Top Sells

1
+$17.5M
2
+$8.69M
3
+$7.82M
4
TGT icon
Target
TGT
+$5.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.8M

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
276
$770K 0.03%
3,052
+453
277
$768K 0.03%
2,793
+1,421
278
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31,291
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282
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+4,537
283
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284
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21,277
285
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286
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287
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289
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290
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291
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294
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295
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296
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16,348
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11,402
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298
$657K 0.03%
25,284
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299
$656K 0.03%
13,542
-1,180
300
$633K 0.03%
+4,195
10 11
12
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