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
451
$220K 0.02%
5,700
-227
452
$220K 0.02%
4,000
-308
453
$219K 0.02%
2,040
-52
454
$217K 0.02%
32,985
455
$211K 0.02%
3,872
+79
456
$210K 0.02%
3,818
-1,332
457
$210K 0.02%
2,264
-365
458
$210K 0.02%
4,129
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459
$209K 0.02%
2,492
-492
460
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1,908
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461
$208K 0.02%
+2,965
462
$208K 0.02%
21,868
-1,404
463
$208K 0.02%
18,934
464
$205K 0.02%
12,688
-11,920
465
$205K 0.02%
33,550
+7,698
466
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8,008
-8,194
467
$202K 0.02%
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468
$201K 0.02%
+15,432
469
$201K 0.02%
+5,922
470
$200K 0.02%
+3,796
471
$195K 0.02%
11,739
472
$189K 0.02%
12,683
-5,499
473
$186K 0.02%
6,897
+1,476
474
$181K 0.02%
32,239
475
$173K 0.01%
4,654
-285
17 18
19
20 21