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

Top Buys

1
+$6.9M
2
+$5.47M
3
+$5.04M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.96M
5
UNH icon
UnitedHealth
UNH
+$4.85M

Top Sells

1
+$8.85M
2
+$5.3M
3
+$4.18M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$3.82M
5
JPM icon
JPMorgan Chase
JPM
+$1.93M

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
301
$420K 0.04%
+20,000
302
$420K 0.04%
1,527
+216
303
$420K 0.04%
3,715
+1,388
304
$419K 0.04%
12,967
305
$418K 0.04%
3,660
-2,960
306
$418K 0.04%
6,362
+405
307
$417K 0.04%
20,000
308
$416K 0.04%
+25,000
309
$415K 0.04%
7,555
+400
310
$413K 0.04%
+10,478
311
$412K 0.03%
30,144
312
$408K 0.03%
4,759
313
$408K 0.03%
18,640
+1,930
314
$406K 0.03%
29,084
-414
315
$406K 0.03%
+30,000
316
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14,405
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317
$404K 0.03%
8,109
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319
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+11,379
320
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3,971
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321
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+16,404
322
$392K 0.03%
8,083
-666
323
$388K 0.03%
+16,264
324
$387K 0.03%
3,063
+354
325
$386K 0.03%
3,280
+2
11 12
13
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