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
301
$629K 0.02%
1,339
-1,520
302
$627K 0.02%
6,723
-6,406
303
$627K 0.02%
13,877
+257
304
$621K 0.02%
7,919
+8
305
$620K 0.02%
2,965
-468
306
$617K 0.02%
11,840
+389
307
$612K 0.02%
+20,000
308
$603K 0.02%
14,753
-997
309
$597K 0.02%
+4,154
310
$580K 0.01%
+5,069
311
$576K 0.01%
21,542
-81
312
$569K 0.01%
+20,750
313
$566K 0.01%
2,289
-950
314
$553K 0.01%
+42,736
315
$548K 0.01%
10,086
-737
316
$544K 0.01%
2,848
+31
317
$544K 0.01%
24,544
+9,783
318
$543K 0.01%
+13,861
319
$541K 0.01%
14,210
+4,421
320
$541K 0.01%
19,115
+1,512
321
$538K 0.01%
7,636
+173
322
$533K 0.01%
8,963
-139
323
$533K 0.01%
6,765
+235
324
$526K 0.01%
18,815
-3,593
325
$523K 0.01%
6,549
+12
11 12
13
14 15