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
326
$386K 0.03%
+7,136
327
$384K 0.03%
+12,005
328
$384K 0.03%
43,931
-18,564
329
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+6,023
330
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5,268
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331
$381K 0.03%
9,825
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332
$380K 0.03%
10,509
333
$380K 0.03%
34,032
+4,095
334
$377K 0.03%
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335
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14,350
+1,383
336
$371K 0.03%
8,359
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337
$368K 0.03%
3,381
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338
$367K 0.03%
9,242
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339
$366K 0.03%
7,433
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340
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341
$363K 0.03%
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342
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343
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344
$357K 0.03%
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345
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29,550
+2,750
346
$356K 0.03%
3,210
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347
$356K 0.03%
5,624
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348
$355K 0.03%
9,749
+1,087
349
$352K 0.03%
9,904
-5,479
350
$352K 0.03%
5,618
+206
12 13
14
15 16