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
326
$386K 0.02%
+7,136
327
$384K 0.02%
+12,005
328
$384K 0.02%
43,931
-18,564
329
$383K 0.02%
47,808
+6,023
330
$382K 0.02%
5,268
-939
331
$381K 0.02%
9,825
+455
332
$380K 0.02%
10,509
333
$380K 0.02%
34,032
+4,095
334
$377K 0.02%
+20,000
335
$374K 0.02%
14,350
+1,383
336
$371K 0.02%
8,359
+1,263
337
$368K 0.02%
3,381
+72
338
$367K 0.02%
9,242
+495
339
$366K 0.02%
7,433
+496
340
$366K 0.02%
+14,648
341
$363K 0.02%
14,247
+706
342
$362K 0.02%
+1,292
343
$358K 0.02%
+2,219
344
$357K 0.02%
+2,137
345
$357K 0.02%
29,550
+2,750
346
$356K 0.02%
3,210
+182
347
$356K 0.02%
5,624
+993
348
$355K 0.02%
9,749
+1,087
349
$352K 0.02%
9,904
-5,479
350
$352K 0.02%
5,618
+206
12 13
14
15 16