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

Top Buys

1
+$6.9M
2
+$5.47M
3
+$5.04M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.96M
5
UNH icon
UnitedHealth
UNH
+$4.85M

Top Sells

1
+$8.85M
2
+$5.3M
3
+$4.18M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$3.82M
5
JPM icon
JPMorgan Chase
JPM
+$1.93M

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 0.41%
23,528
+13,872
52
$4.89M 0.41%
28,352
-801
53
$4.83M 0.41%
174,825
-2,174
54
$4.58M 0.39%
83,632
+1,601
55
$4.4M 0.37%
134,233
-3,585
56
$4.28M 0.36%
58,347
+56
57
$4.27M 0.36%
20,036
+58
58
$4.18M 0.35%
14,170
-2,564
59
$4.13M 0.35%
45,091
-5,857
60
$4.12M 0.35%
26,522
-2,660
61
$3.96M 0.34%
73,240
+14,140
62
$3.89M 0.33%
53,504
+11,549
63
$3.87M 0.33%
80,844
+1,348
64
$3.81M 0.32%
34,105
-17,496
65
$3.68M 0.31%
26,370
+2,719
66
$3.66M 0.31%
62,272
+430
67
$3.62M 0.31%
11,209
-461
68
$3.62M 0.31%
124,788
+19,731
69
$3.55M 0.3%
32,387
-1,135
70
$3.46M 0.29%
43,462
+2,322
71
$3.39M 0.29%
174,816
+58,806
72
$3.35M 0.28%
136,832
+45,978
73
$3.29M 0.28%
17,046
-305
74
$3.23M 0.27%
42,855
75
$3.1M 0.26%
72,377
-4,372
1 2
3
4 5