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
401
$279K 0.02%
2,130
-172
402
$278K 0.02%
889
+11
403
$277K 0.02%
5,400
+624
404
$277K 0.02%
5,467
+403
405
$274K 0.02%
1,052
-339
406
$274K 0.02%
7,988
+1
407
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2,593
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408
$273K 0.02%
1,383
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409
$268K 0.02%
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410
$267K 0.02%
2,216
-280
411
$267K 0.02%
+1,950
412
$267K 0.02%
14,070
+5,545
413
$266K 0.02%
8,156
-1,312
414
$266K 0.02%
+1,477
415
$260K 0.01%
2,677
-1,213
416
$258K 0.01%
4,039
+128
417
$257K 0.01%
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418
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1,395
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419
$253K 0.01%
6,308
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420
$249K 0.01%
5,744
+82
421
$248K 0.01%
+12,290
422
$245K 0.01%
10,699
+542
423
$243K 0.01%
6,910
424
$239K 0.01%
2,793
425
$239K 0.01%
+9,056
15 16
17
18 19