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
476
$242K 0.01%
11,270
477
$241K 0.01%
40,009
478
$239K 0.01%
+4,690
479
$238K 0.01%
644
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480
$237K 0.01%
12,475
-14,035
481
$235K 0.01%
3,896
-318
482
$233K 0.01%
6,152
-862
483
$227K 0.01%
2,084
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484
$225K 0.01%
2,156
485
$224K 0.01%
+4,271
486
$223K 0.01%
+11,869
487
$222K 0.01%
+2,574
488
$222K 0.01%
+2,033
489
$221K 0.01%
+6,429
490
$220K 0.01%
+8,100
491
$219K 0.01%
8,543
-2,711
492
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7,250
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493
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3,441
494
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4,028
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495
$215K 0.01%
+7,476
496
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7,374
-6,726
497
$215K 0.01%
18,934
498
$215K 0.01%
35,811
-698
499
$214K 0.01%
+964
500
$213K 0.01%
+3,477
18 19
20
21 22