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
426
$304K 0.01%
5,147
-3,922
427
$301K 0.01%
3,031
+729
428
$301K 0.01%
22,396
429
$298K 0.01%
9,077
-506
430
$298K 0.01%
6,248
+634
431
$298K 0.01%
+14,258
432
$295K 0.01%
+6,828
433
$295K 0.01%
+3,502
434
$294K 0.01%
14,936
-1,913
435
$293K 0.01%
248
+2
436
$293K 0.01%
688
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437
$293K 0.01%
3,639
438
$292K 0.01%
+6,838
439
$292K 0.01%
27,088
+390
440
$289K 0.01%
+9,197
441
$288K 0.01%
+4,738
442
$285K 0.01%
3,046
-1,825
443
$284K 0.01%
23,135
-517
444
$279K 0.01%
+1,428
445
$277K 0.01%
10,680
+1,887
446
$275K 0.01%
2,304
+31
447
$273K 0.01%
+10,052
448
$273K 0.01%
2,040
-40
449
$270K 0.01%
2,811
450
$270K 0.01%
+10,000
16 17
18
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