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
151
$1.11M 0.09%
6,565
+207
152
$1.11M 0.09%
38,327
-1,518
153
$1.1M 0.09%
22,000
-1,675
154
$1.09M 0.09%
16,435
+4,264
155
$1.09M 0.09%
10,597
+162
156
$1.08M 0.09%
13,390
+1,736
157
$1.07M 0.09%
30,693
+753
158
$1.05M 0.09%
24,424
-106
159
$1.05M 0.09%
2,933
+364
160
$1.05M 0.09%
22,798
-4,502
161
$1.05M 0.09%
2,939
162
$1.03M 0.09%
250,400
+136,800
163
$1.03M 0.09%
5,884
+429
164
$1.02M 0.09%
7,730
-942
165
$1.01M 0.09%
8,817
-307
166
$999K 0.08%
16,610
+357
167
$996K 0.08%
25,822
+317
168
$990K 0.08%
5,696
-7
169
$988K 0.08%
2,718
+60
170
$980K 0.08%
6,233
+2,399
171
$980K 0.08%
46,489
-2,990
172
$976K 0.08%
7,495
+325
173
$976K 0.08%
26,492
+4,642
174
$971K 0.08%
12,979
+80
175
$959K 0.08%
33,010
+2,350
5 6
7
8 9