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
451
$268K 0.01%
7,308
-390
452
$268K 0.01%
4,342
-1,282
453
$265K 0.01%
20,159
454
$263K 0.01%
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455
$263K 0.01%
272
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456
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457
$261K 0.01%
2,646
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458
$258K 0.01%
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459
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460
$257K 0.01%
671
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461
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462
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463
$253K 0.01%
15,647
-4,566
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2,292
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465
$252K 0.01%
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466
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15,860
467
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468
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470
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471
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472
$244K 0.01%
+17,818
473
$243K 0.01%
+4,433
474
$243K 0.01%
2,094
-396
475
$242K 0.01%
+808
17 18
19
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