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
51
$8.86M 0.23%
131,378
+10,824
52
$8.64M 0.22%
185,187
+25,236
53
$8.26M 0.21%
100,684
+3,417
54
$8.2M 0.21%
48,165
+1,692
55
$8.12M 0.21%
64,579
+7,441
56
$8.09M 0.21%
92,316
+5,885
57
$7.92M 0.2%
124,234
+6,294
58
$7.77M 0.2%
38,846
+205
59
$7.52M 0.19%
50,999
-735
60
$7.47M 0.19%
35,090
-1,226
61
$7.43M 0.19%
316,263
-2,155
62
$7.2M 0.18%
34,327
+5,861
63
$6.95M 0.18%
42,237
+4,625
64
$6.89M 0.18%
181,677
-16,221
65
$6.83M 0.17%
33,974
+8,242
66
$6.81M 0.17%
221,844
-22,456
67
$6.74M 0.17%
317,527
-409,065
68
$6.59M 0.17%
302,425
+39,371
69
$6.52M 0.17%
102,411
-10,253
70
$6.5M 0.17%
189,389
-4,559
71
$6.44M 0.16%
54,741
+25,648
72
$6.41M 0.16%
13,222
+9,286
73
$6.26M 0.16%
83,108
-8,784
74
$6.21M 0.16%
76,238
+65,605
75
$6.21M 0.16%
74,890
-505
1 2
3
4 5