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
351
$468K 0.01%
4,704
+31
352
$468K 0.01%
43,434
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353
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29,559
-27,735
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355
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356
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3,258
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357
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2,197
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358
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359
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360
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361
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362
$425K 0.01%
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363
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365
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2,458
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366
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367
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368
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369
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370
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45,818
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371
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6,120
-400
372
$403K 0.01%
18,363
-6,672
373
$398K 0.01%
3,716
-3,700
374
$397K 0.01%
41,309
+43
375
$397K 0.01%
7,002
-384
13 14
15
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