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
476
$171K 0.01%
16,020
477
$170K 0.01%
100,000
478
$160K 0.01%
15,711
-1,508
479
$160K 0.01%
11,417
480
$111K 0.01%
11,246
481
$106K 0.01%
+11,163
482
$68K 0.01%
27,154
483
$44K ﹤0.01%
344
+78
484
$15K ﹤0.01%
+10,092
485
$11K ﹤0.01%
+10,000
486
$9K ﹤0.01%
+500
487
$8K ﹤0.01%
+1,714
488
– –
-1,661
489
– –
0
490
– –
-47,686
491
– –
-4,285
492
– –
-3,194
493
– –
-1,016
494
– –
-26,175
495
– –
-7,181
496
– –
-10,984
497
– –
-6,712
498
– –
-364
499
– –
-3,625
500
– –
-5,140
18 19
20
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