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
401
$341K 0.01%
+1,020
402
$336K 0.01%
1,208
+50
403
$333K 0.01%
+13,238
404
$331K 0.01%
+13,300
405
$330K 0.01%
+2,881
406
$327K 0.01%
8,634
+610
407
$326K 0.01%
11,505
408
$324K 0.01%
2,824
-560
409
$322K 0.01%
8,438
+47
410
$322K 0.01%
8,028
+18
411
$322K 0.01%
2,227
+200
412
$319K 0.01%
3,967
+112
413
$316K 0.01%
5,287
+71
414
$315K 0.01%
2,163
+58
415
$315K 0.01%
+1,542
416
$314K 0.01%
6,183
+9
417
$314K 0.01%
+23,634
418
$314K 0.01%
6,040
-1,650
419
$313K 0.01%
+1,616
420
$309K 0.01%
2,444
+24
421
$308K 0.01%
1,147
+88
422
$308K 0.01%
+11,552
423
$307K 0.01%
1,380
+6
424
$305K 0.01%
345
-120
425
$305K 0.01%
1,299
15 16
17
18 19