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
326
$520K 0.01%
3,141
+106
327
$519K 0.01%
42,692
-7,881
328
$517K 0.01%
4,426
+62
329
$516K 0.01%
+19,927
330
$512K 0.01%
+3,725
331
$507K 0.01%
6,563
+2,241
332
$507K 0.01%
1,633
-148
333
$506K 0.01%
+1,801
334
$500K 0.01%
2,380
+258
335
$499K 0.01%
32,500
336
$497K 0.01%
+8,417
337
$496K 0.01%
10,062
+588
338
$495K 0.01%
30,673
+5,674
339
$495K 0.01%
1,819
+211
340
$489K 0.01%
+59,286
341
$488K 0.01%
9,675
+209
342
$488K 0.01%
+7,531
343
$486K 0.01%
13,397
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344
$484K 0.01%
3,140
-285
345
$478K 0.01%
8,039
+176
346
$475K 0.01%
5,973
+1,500
347
$475K 0.01%
8,120
+14
348
$474K 0.01%
15,241
+228
349
$471K 0.01%
4,643
+1,636
350
$470K 0.01%
4,556
-1,412
12 13
14
15 16