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
26
$11.5M 0.66%
331,860
+34,149
27
$10.9M 0.63%
306,433
-7,733
28
$10.7M 0.61%
97,219
-2,028
29
$10.2M 0.58%
48,326
-485
30
$10.1M 0.58%
163,441
-3,736
31
$9.45M 0.54%
79,680
-15,271
32
$8.85M 0.51%
163,380
+8,540
33
$8.81M 0.5%
76,519
-14,200
34
$8.78M 0.5%
87,061
+69,051
35
$8.69M 0.5%
72,910
+777
36
$8.51M 0.49%
171,924
-34,036
37
$8.19M 0.47%
73,369
-12,601
38
$7.51M 0.43%
50,067
+4,512
39
$7.5M 0.43%
436,259
+94,121
40
$7.04M 0.4%
26,019
+12,363
41
$7.03M 0.4%
277,826
+76,154
42
$6.55M 0.37%
250,239
+51,929
43
$6.34M 0.36%
125,522
+25,040
44
$5.74M 0.33%
23,531
+20,174
45
$5.59M 0.32%
46,338
+37,858
46
$5.48M 0.31%
13,586
+7,654
47
$5.41M 0.31%
28,886
+875
48
$5.37M 0.31%
136,802
+22,977
49
$5.21M 0.3%
30,050
+1,368
50
$5.08M 0.29%
89,816
+6,492
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