Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$6.9M
2
+$5.47M
3
+$5.04M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.96M
5
UNH icon
UnitedHealth
UNH
+$4.85M

Top Sells

1
+$8.85M
2
+$5.3M
3
+$4.18M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$3.82M
5
JPM icon
JPMorgan Chase
JPM
+$1.93M

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
426
$238K 0.02%
+8,071
427
$238K 0.02%
3,876
+18
428
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15,860
-805
429
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430
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$236K 0.02%
6,111
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432
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+11,250
433
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434
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435
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4,760
436
$232K 0.02%
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437
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438
$230K 0.02%
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439
$230K 0.02%
+7,234
440
$230K 0.02%
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441
$229K 0.02%
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445
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$222K 0.02%
14,560
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$221K 0.02%
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449
$221K 0.02%
1,490
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450
$221K 0.02%
1,122
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16 17
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