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
526
$166K ﹤0.01%
20,000
-667
527
$165K ﹤0.01%
21,764
-18,236
528
$151K ﹤0.01%
+16,867
529
$143K ﹤0.01%
15,222
+94
530
$135K ﹤0.01%
+18,700
531
$135K ﹤0.01%
14,815
-3,615
532
$133K ﹤0.01%
16,762
-3,766
533
$125K ﹤0.01%
+13,076
534
$124K ﹤0.01%
13,273
+1,330
535
$114K ﹤0.01%
+10,450
536
$104K ﹤0.01%
44
537
$99K ﹤0.01%
16,435
-1,500
538
$99K ﹤0.01%
15,845
-4,497
539
$97K ﹤0.01%
12,450
540
$92K ﹤0.01%
10,000
541
$91K ﹤0.01%
10,529
-1,000
542
$90K ﹤0.01%
60,855
+33,000
543
$87K ﹤0.01%
24,654
-2,096
544
$84K ﹤0.01%
14,870
-891
545
$84K ﹤0.01%
+13,500
546
$83K ﹤0.01%
14,576
547
$72K ﹤0.01%
15,600
548
$58K ﹤0.01%
19,692
-6,512
549
$48K ﹤0.01%
11,000
-1,000
550
$45K ﹤0.01%
10,229
20 21
22
23 24