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
$1.18B
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$5.56M
3
+$5.06M
4
UNH icon
UnitedHealth
UNH
+$4.92M
5
UCO icon
ProShares Ultra Bloomberg Crude Oil
UCO
+$4.57M

Top Sells

1
+$8.85M
2
+$5.33M
3
+$4.17M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$3.86M
5
JPM icon
JPMorgan Chase
JPM
+$1.96M

Sector Composition

1 Technology 7.66%
2 Real Estate 5.4%
3 Healthcare 4.79%
4 Financials 4.19%
5 Communication Services 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.89M 0.28%
23,528
+13,872
52
$4.89M 0.28%
28,352
-801
53
$4.83M 0.28%
174,825
-2,174
54
$4.58M 0.26%
83,632
+1,601
55
$4.4M 0.25%
134,233
-3,585
56
$4.28M 0.24%
58,347
+56
57
$4.27M 0.24%
20,036
+58
58
$4.18M 0.24%
14,170
-2,564
59
$4.13M 0.24%
45,091
-5,857
60
$4.12M 0.24%
26,522
-2,660
61
$3.96M 0.23%
73,240
+14,140
62
$3.89M 0.22%
53,504
+11,549
63
$3.87M 0.22%
80,844
+1,348
64
$3.81M 0.22%
34,105
-17,496
65
$3.68M 0.21%
26,370
+2,719
66
$3.66M 0.21%
62,272
+430
67
$3.62M 0.21%
11,209
-461
68
$3.62M 0.21%
124,788
+19,731
69
$3.55M 0.2%
32,387
-1,135
70
$3.46M 0.2%
43,462
+2,322
71
$3.39M 0.19%
174,816
+58,806
72
$3.35M 0.19%
136,832
+45,978
73
$3.29M 0.19%
17,046
-305
74
$3.23M 0.18%
42,855
75
$3.1M 0.18%
72,377
-4,372
1 2
3
4 5