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
376
$316K 0.02%
3,419
-6,826
377
$313K 0.02%
4,370
+6
378
$313K 0.02%
2,179
379
$313K 0.02%
+14,831
380
$311K 0.02%
10,914
+505
381
$311K 0.02%
4,081
+205
382
$308K 0.02%
3,441
-1,500
383
$306K 0.02%
3,274
-2,016
384
$305K 0.02%
3,508
+1,186
385
$303K 0.02%
1,075
-56
386
$303K 0.02%
2,658
+600
387
$303K 0.02%
6,204
388
$300K 0.02%
3,619
+492
389
$299K 0.02%
5,716
+672
390
$297K 0.02%
25,278
-58,472
391
$292K 0.02%
4,250
-1,372
392
$292K 0.02%
4,712
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393
$291K 0.02%
7,061
394
$288K 0.02%
5,807
+1,187
395
$285K 0.02%
+5,351
396
$285K 0.02%
4,258
+58
397
$282K 0.02%
6,646
-1,756
398
$281K 0.02%
16,160
399
$281K 0.02%
2,152
+22
400
$279K 0.02%
+6,505
14 15
16
17 18