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
276
$770K 0.02%
3,052
+453
277
$768K 0.02%
2,793
+1,421
278
$753K 0.02%
9,240
+920
279
$747K 0.02%
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280
$737K 0.02%
14,373
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281
$736K 0.02%
31,291
-159,412
282
$731K 0.02%
+4,537
283
$730K 0.02%
+4,744
284
$727K 0.02%
21,277
285
$704K 0.02%
+11,972
286
$700K 0.02%
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287
$699K 0.02%
6,311
+1
288
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-18
289
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6,235
+2,893
290
$695K 0.02%
9,397
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291
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15,880
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292
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293
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294
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36,330
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295
$669K 0.02%
12,829
-1,572
296
$669K 0.02%
16,348
+1,578
297
$663K 0.02%
11,402
-2,937
298
$657K 0.02%
25,284
+524
299
$656K 0.02%
13,542
-1,180
300
$633K 0.02%
+4,195
10 11
12
13 14