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
26
$11.5M 0.98%
331,860
+34,149
27
$10.9M 0.93%
306,433
-7,733
28
$10.7M 0.91%
97,219
-2,028
29
$10.2M 0.86%
48,326
-485
30
$10.1M 0.85%
163,441
-3,736
31
$9.45M 0.8%
79,680
-15,271
32
$8.85M 0.75%
163,380
+8,540
33
$8.81M 0.75%
76,519
-14,200
34
$8.78M 0.74%
87,061
+69,051
35
$8.69M 0.74%
145,820
+1,554
36
$8.51M 0.72%
171,924
-34,036
37
$8.19M 0.69%
73,369
-12,601
38
$7.51M 0.64%
50,067
+4,512
39
$7.5M 0.63%
436,259
+94,121
40
$7.04M 0.6%
26,019
+12,363
41
$7.03M 0.59%
277,826
+76,154
42
$6.55M 0.55%
250,239
+51,929
43
$6.34M 0.54%
125,522
+25,040
44
$5.74M 0.49%
23,531
+20,174
45
$5.59M 0.47%
46,338
+37,858
46
$5.48M 0.46%
13,586
+7,654
47
$5.41M 0.46%
28,886
+875
48
$5.37M 0.45%
136,802
+22,977
49
$5.21M 0.44%
30,050
+1,368
50
$5.08M 0.43%
89,816
+6,492
1
2
3 4 5