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
501
$212K 0.01%
60,710
502
$211K 0.01%
536
-149
503
$210K 0.01%
+6,691
504
$207K 0.01%
+574
505
$206K 0.01%
+8,252
506
$205K 0.01%
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507
$205K 0.01%
+3,148
508
$205K 0.01%
+1,832
509
$205K 0.01%
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510
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1,814
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511
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2,519
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512
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513
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514
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1,386
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515
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34,444
-16,667
516
$200K 0.01%
+935
517
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21,233
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518
$192K ﹤0.01%
36,439
519
$187K ﹤0.01%
14,158
-2,740
520
$187K ﹤0.01%
11,940
-8,754
521
$183K ﹤0.01%
15,801
522
$175K ﹤0.01%
17,112
523
$171K ﹤0.01%
7,146
+1,382
524
$167K ﹤0.01%
30,766
-22,628
525
$166K ﹤0.01%
11,417
19 20
21
22 23