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
351
$350K 0.02%
+10,210
352
$348K 0.02%
+24,336
353
$348K 0.02%
189
+37
354
$344K 0.02%
5,606
-6,235
355
$341K 0.02%
+18,493
356
$341K 0.02%
1,661
+371
357
$338K 0.02%
+5,247
358
$338K 0.02%
11,290
-440
359
$338K 0.02%
5,186
+245
360
$336K 0.02%
24,970
-1,549
361
$335K 0.02%
4,497
-3,080
362
$335K 0.02%
2,878
+143
363
$333K 0.02%
+38,622
364
$331K 0.02%
86,304
-40,099
365
$331K 0.02%
56,887
+1,913
366
$330K 0.02%
8,830
+440
367
$328K 0.02%
+4,800
368
$327K 0.02%
2,562
-1,163
369
$324K 0.02%
7,951
-130
370
$323K 0.02%
3,544
-26
371
$321K 0.02%
3,644
+275
372
$318K 0.02%
1
373
$318K 0.02%
1,709
+276
374
$316K 0.02%
2,974
+136
375
$316K 0.02%
+15,000
13 14
15
16 17