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
101
$1.94M 0.16%
23,142
-16,440
102
$1.88M 0.16%
58,792
-283
103
$1.86M 0.16%
17,923
+109
104
$1.82M 0.15%
155,070
+25,374
105
$1.82M 0.15%
92,081
-440
106
$1.8M 0.15%
19,011
-2,520
107
$1.79M 0.15%
76,965
-2,255
108
$1.79M 0.15%
21,461
+343
109
$1.77M 0.15%
14,260
-17
110
$1.77M 0.15%
28,998
-6,563
111
$1.74M 0.15%
24,782
+705
112
$1.72M 0.15%
90,562
-450
113
$1.69M 0.14%
67,861
-333
114
$1.68M 0.14%
32,820
+1,524
115
$1.68M 0.14%
21,460
-904
116
$1.67M 0.14%
114,172
-1,354
117
$1.64M 0.14%
15,007
+142
118
$1.53M 0.13%
10,288
-48
119
$1.5M 0.13%
26,425
-2,993
120
$1.49M 0.13%
27,416
+1,807
121
$1.45M 0.12%
9,547
+47
122
$1.43M 0.12%
75,740
+3,030
123
$1.37M 0.12%
40,195
+309
124
$1.35M 0.11%
43,069
+1,054
125
$1.35M 0.11%
63,324
-253
3 4
5
6 7