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
$2.33B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$24.2M
3
+$12.7M
4
EXPI icon
eXp World Holdings
EXPI
+$11.2M
5
NFLX icon
Netflix
NFLX
+$7.37M

Top Sells

1
+$17.5M
2
+$8.69M
3
+$7.82M
4
TGT icon
Target
TGT
+$5.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.8M

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
501
$212K 0.01%
60,710
502
$211K 0.01%
536
-149
503
$210K 0.01%
+6,691
504
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505
$206K 0.01%
+8,252
506
$205K 0.01%
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507
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+3,148
508
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509
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510
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-1,655
511
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2,519
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512
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513
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22,949
514
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1,386
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515
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-16,667
516
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517
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21,233
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519
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520
$187K 0.01%
11,940
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521
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522
$175K 0.01%
17,112
523
$171K 0.01%
7,146
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524
$167K 0.01%
30,766
-22,628
525
$166K 0.01%
11,417
19 20
21
22 23