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
101
$4.12M 0.11%
170,866
+6,811
102
$4.08M 0.1%
63,701
+1,157
103
$4.05M 0.1%
301,770
+23,178
104
$4.02M 0.1%
88,380
-6,890
105
$3.84M 0.1%
34,653
+25,370
106
$3.81M 0.1%
49,991
+610
107
$3.7M 0.09%
40,392
-4,430
108
$3.67M 0.09%
97,780
+11,321
109
$3.66M 0.09%
46,264
-2,114
110
$3.57M 0.09%
70,361
-475
111
$3.52M 0.09%
7,960
-263
112
$3.47M 0.09%
11,008
+19
113
$3.41M 0.09%
28,904
-15,895
114
$3.4M 0.09%
44,181
+39,378
115
$3.29M 0.08%
48,276
+1,106
116
$3.2M 0.08%
9,015
-1,100
117
$3.17M 0.08%
42,024
+5,752
118
$3.13M 0.08%
67,663
+16,660
119
$2.99M 0.08%
51,763
+6,992
120
$2.97M 0.08%
13,694
+1,904
121
$2.95M 0.08%
33,420
-24,978
122
$2.94M 0.08%
85,664
+13,508
123
$2.84M 0.07%
19,049
+7,070
124
$2.79M 0.07%
17,736
-42,278
125
$2.75M 0.07%
127,900
+4,817
3 4
5
6 7