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
151
$2.02M 0.05%
40,279
+4,509
152
$2.01M 0.05%
12,279
+52
153
$1.98M 0.05%
296,892
-1,500
154
$1.93M 0.05%
10,286
+3,083
155
$1.92M 0.05%
103,481
-1,074
156
$1.9M 0.05%
344,500
+236,000
157
$1.89M 0.05%
8,379
+2,524
158
$1.89M 0.05%
8,312
+2,890
159
$1.85M 0.05%
53,394
+8,141
160
$1.85M 0.05%
30,647
-2,054
161
$1.84M 0.05%
93,913
-29
162
$1.78M 0.05%
6,048
+1,277
163
$1.72M 0.04%
9,722
+138
164
$1.7M 0.04%
16,618
-456
165
$1.69M 0.04%
10,204
-3,273
166
$1.68M 0.04%
12,562
-395
167
$1.66M 0.04%
123,790
+23,658
168
$1.65M 0.04%
96,303
+28,285
169
$1.64M 0.04%
89,426
+17,149
170
$1.62M 0.04%
37,005
+1,914
171
$1.54M 0.04%
40,037
-39
172
$1.53M 0.04%
25,375
173
$1.53M 0.04%
7,879
+266
174
$1.53M 0.04%
+70,581
175
$1.52M 0.04%
34,579
-2,672
5 6
7
8 9