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
551
$39K ﹤0.01%
+32,100
552
$37K ﹤0.01%
667
553
$27K ﹤0.01%
344
554
$23K ﹤0.01%
+17
555
$21K ﹤0.01%
21,539
556
$9K ﹤0.01%
10,000
557
$6K ﹤0.01%
10,092
558
$5K ﹤0.01%
400
+200
559
$5K ﹤0.01%
30,000
-570,000
560
$4K ﹤0.01%
100,000
561
$1K ﹤0.01%
10,000
562
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563
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565
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566
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568
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569
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– –
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– –
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– –
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