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
126
$2.74M 0.07%
+64,884
127
$2.69M 0.07%
17,936
+1,235
128
$2.68M 0.07%
13,597
+4,446
129
$2.64M 0.07%
52,964
-6,446
130
$2.63M 0.07%
19,407
+814
131
$2.54M 0.07%
42,515
-3,245
132
$2.53M 0.06%
23,227
+715
133
$2.44M 0.06%
126,979
+46
134
$2.42M 0.06%
41,500
-1,000
135
$2.41M 0.06%
48,146
-1,959
136
$2.38M 0.06%
38,305
+880
137
$2.36M 0.06%
155,730
+20,670
138
$2.35M 0.06%
38,388
-27,504
139
$2.33M 0.06%
16,287
-184
140
$2.3M 0.06%
39,843
-31,271
141
$2.29M 0.06%
62,850
-8,770
142
$2.19M 0.06%
85,410
143
$2.19M 0.06%
25,426
-1,646
144
$2.18M 0.06%
8,567
+1,181
145
$2.17M 0.06%
12,995
+1,913
146
$2.16M 0.06%
66,527
+48
147
$2.15M 0.06%
25,635
+1,659
148
$2.12M 0.05%
53,322
+7,197
149
$2.1M 0.05%
9,732
+1,565
150
$2.09M 0.05%
47,682
+9,730
4 5
6
7 8