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
76
$3.03M 0.26%
73,702
+9,112
77
$3M 0.25%
8,231
-477
78
$2.96M 0.25%
26,372
+3,495
79
$2.8M 0.24%
36,504
-7,046
80
$2.78M 0.24%
109,723
-12,457
81
$2.71M 0.23%
13,035
+153
82
$2.67M 0.23%
94,017
+29
83
$2.5M 0.21%
29,774
-1,439
84
$2.47M 0.21%
52,189
-17,197
85
$2.4M 0.2%
62,112
+3,839
86
$2.34M 0.2%
17,882
-97
87
$2.28M 0.19%
52,215
+315
88
$2.27M 0.19%
44,613
-75,683
89
$2.27M 0.19%
39,702
+1,093
90
$2.25M 0.19%
24,696
+1,892
91
$2.25M 0.19%
157,481
+667
92
$2.23M 0.19%
29,990
+2,732
93
$2.2M 0.19%
27,284
+336
94
$2.15M 0.18%
8,154
-233
95
$2.14M 0.18%
17,312
+173
96
$2.12M 0.18%
7,198
+10
97
$2.08M 0.18%
43,143
-16,549
98
$2.07M 0.18%
25,982
+7,547
99
$2.06M 0.17%
19,127
+5,912
100
$1.98M 0.17%
59,682
+7,248
2 3
4
5 6