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
301
$420K 0.02%
+20,000
302
$420K 0.02%
1,527
+216
303
$420K 0.02%
3,715
+1,388
304
$419K 0.02%
12,967
305
$418K 0.02%
3,660
-2,960
306
$418K 0.02%
6,362
+405
307
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20,000
308
$416K 0.02%
+25,000
309
$415K 0.02%
7,555
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310
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+10,478
311
$412K 0.02%
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312
$408K 0.02%
4,759
313
$408K 0.02%
18,640
+1,930
314
$406K 0.02%
29,084
-414
315
$406K 0.02%
+30,000
316
$405K 0.02%
14,405
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317
$404K 0.02%
8,109
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318
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319
$397K 0.02%
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320
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3,971
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321
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+16,404
322
$392K 0.02%
8,083
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323
$388K 0.02%
+16,264
324
$387K 0.02%
3,063
+354
325
$386K 0.02%
3,280
+2
11 12
13
14 15