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
76
$6.19M 0.16%
+170,827
77
$6.13M 0.16%
19,840
+1,100
78
$6.05M 0.15%
74,789
+3,491
79
$5.92M 0.15%
50,876
+5,679
80
$5.57M 0.14%
159,970
-16,323
81
$5.52M 0.14%
38,574
+339
82
$5.36M 0.14%
102,687
+9,535
83
$5.28M 0.14%
83,540
+10,199
84
$5.23M 0.13%
354,814
+112,562
85
$5.19M 0.13%
60,020
-90,322
86
$5.18M 0.13%
34,687
+4,524
87
$5.16M 0.13%
15,261
+3,920
88
$4.94M 0.13%
95,380
-40,565
89
$4.83M 0.12%
185,963
-36,078
90
$4.81M 0.12%
+25,943
91
$4.72M 0.12%
24,131
-786
92
$4.65M 0.12%
33,779
+5,199
93
$4.57M 0.12%
125,392
+37,067
94
$4.53M 0.12%
+82,487
95
$4.28M 0.11%
19,479
-890
96
$4.25M 0.11%
537,853
+15,899
97
$4.24M 0.11%
42,323
-25,184
98
$4.18M 0.11%
106,211
+12,012
99
$4.15M 0.11%
59,856
+7,828
100
$4.12M 0.11%
33,179
+1,179
2 3
4
5 6