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
$1.18B
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$5.56M
3
+$5.06M
4
UNH icon
UnitedHealth
UNH
+$4.92M
5
UCO icon
ProShares Ultra Bloomberg Crude Oil
UCO
+$4.57M

Top Sells

1
+$8.85M
2
+$5.33M
3
+$4.17M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$3.86M
5
JPM icon
JPMorgan Chase
JPM
+$1.96M

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
126
$1.34M 0.08%
17,601
-779
127
$1.34M 0.08%
23,465
+1,318
128
$1.33M 0.08%
27,773
+219
129
$1.3M 0.07%
33,224
-167
130
$1.29M 0.07%
12,228
-52
131
$1.26M 0.07%
27,269
-114
132
$1.25M 0.07%
2,670
-39
133
$1.25M 0.07%
37,083
+820
134
$1.25M 0.07%
33,940
+3,930
135
$1.24M 0.07%
22,357
-3,132
136
$1.23M 0.07%
48,635
+3,185
137
$1.22M 0.07%
13,779
+190
138
$1.21M 0.07%
14,806
-19
139
$1.21M 0.07%
8,328
+6
140
$1.2M 0.07%
13,759
-240
141
$1.19M 0.07%
29,133
-2,024
142
$1.19M 0.07%
8,896
-476
143
$1.17M 0.07%
41,677
+392
144
$1.17M 0.07%
66,080
+5,790
145
$1.16M 0.07%
14,521
-609
146
$1.15M 0.07%
35,324
+4,122
147
$1.14M 0.07%
26,222
-8
148
$1.13M 0.06%
8,282
-4
149
$1.13M 0.06%
26,643
+10,437
150
$1.12M 0.06%
55,170
+13,570
4 5
6
7 8