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
451
$220K 0.01%
5,700
-227
452
$220K 0.01%
4,000
-308
453
$219K 0.01%
2,040
-52
454
$217K 0.01%
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455
$211K 0.01%
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456
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3,818
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457
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2,264
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459
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460
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461
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462
$208K 0.01%
21,868
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463
$208K 0.01%
18,934
464
$205K 0.01%
12,688
-11,920
465
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33,550
+7,698
466
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8,008
-8,194
467
$202K 0.01%
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468
$201K 0.01%
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469
$201K 0.01%
+5,922
470
$200K 0.01%
+3,796
471
$195K 0.01%
11,739
472
$189K 0.01%
12,683
-5,499
473
$186K 0.01%
6,897
+1,476
474
$181K 0.01%
32,239
475
$173K 0.01%
4,654
-285
17 18
19
20 21