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
376
$397K 0.01%
11,056
+592
377
$392K 0.01%
2,084
+53
378
$390K 0.01%
1,947
+20
379
$388K 0.01%
7,144
-111
380
$387K 0.01%
7,488
+2,700
381
$384K 0.01%
3,805
+23
382
$379K 0.01%
657
+293
383
$378K 0.01%
+25,236
384
$377K 0.01%
+2,849
385
$374K 0.01%
7,077
+2,143
386
$372K 0.01%
50,000
-20,000
387
$372K 0.01%
3,339
+7
388
$371K 0.01%
1,138
+104
389
$370K 0.01%
6,723
+143
390
$366K 0.01%
24,174
391
$361K 0.01%
6,958
-399
392
$360K 0.01%
1,312
-52
393
$359K 0.01%
4,759
394
$359K 0.01%
642
+235
395
$356K 0.01%
9,798
-29
396
$356K 0.01%
3,895
-25
397
$355K 0.01%
+7,104
398
$355K 0.01%
13,705
399
$351K 0.01%
7,772
-754
400
$348K 0.01%
+2,143
14 15
16
17 18