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
$2.33B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$24.2M
3
+$12.7M
4
EXPI icon
eXp World Holdings
EXPI
+$11.2M
5
NFLX icon
Netflix
NFLX
+$7.37M

Top Sells

1
+$17.5M
2
+$8.69M
3
+$7.82M
4
TGT icon
Target
TGT
+$5.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.8M

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 0.02%
3,141
+106
327
$519K 0.02%
42,692
-7,881
328
$517K 0.02%
4,426
+62
329
$516K 0.02%
+19,927
330
$512K 0.02%
+3,725
331
$507K 0.02%
6,563
+2,241
332
$507K 0.02%
1,633
-148
333
$506K 0.02%
+1,801
334
$500K 0.02%
2,380
+258
335
$499K 0.02%
32,500
336
$497K 0.02%
+8,417
337
$496K 0.02%
10,062
+588
338
$495K 0.02%
30,673
+5,674
339
$495K 0.02%
1,819
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340
$489K 0.02%
+59,286
341
$488K 0.02%
9,675
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342
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343
$486K 0.02%
13,397
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344
$484K 0.02%
3,140
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345
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8,039
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346
$475K 0.02%
5,973
+1,500
347
$475K 0.02%
8,120
+14
348
$474K 0.02%
15,241
+228
349
$471K 0.02%
4,643
+1,636
350
$470K 0.02%
4,556
-1,412
12 13
14
15 16