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
26
$15.4M 0.39%
209,620
+8,720
27
$15.3M 0.39%
55,203
-3,779
28
$15.1M 0.39%
254,263
+5,215
29
$14.7M 0.38%
125,978
-2,417
30
$14.7M 0.38%
+727,900
31
$13.9M 0.36%
44,546
+3,274
32
$13.6M 0.35%
43,770
-545
33
$13.1M 0.34%
164,885
+2,901
34
$12.7M 0.32%
108,441
-244
35
$11.9M 0.31%
308,439
-52,625
36
$11.6M 0.3%
158,320
+10,100
37
$11.2M 0.29%
336,140
-5,800
38
$10.9M 0.28%
89,596
+1,437
39
$10.3M 0.26%
36,992
+7,627
40
$9.94M 0.25%
401,239
+18,288
41
$9.76M 0.25%
38,821
+6,710
42
$9.67M 0.25%
193,300
+148,170
43
$9.61M 0.25%
839,828
44
$9.57M 0.25%
28,493
+7,032
45
$9.49M 0.24%
68,499
-5,212
46
$9.48M 0.24%
158,468
+78,548
47
$9.45M 0.24%
98,152
+47,175
48
$9.25M 0.24%
18,865
-964
49
$9.1M 0.23%
229,946
-5,175
50
$8.9M 0.23%
149,571
+19,117
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