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
176
$954K 0.08%
5,863
+910
177
$952K 0.08%
6,277
+1,154
178
$950K 0.08%
8,534
+2,199
179
$946K 0.08%
8,355
-4,863
180
$942K 0.08%
5,115
+337
181
$942K 0.08%
5,561
+2,885
182
$939K 0.08%
25,509
+8,304
183
$923K 0.08%
16,825
+1,975
184
$916K 0.08%
10,494
+787
185
$915K 0.08%
56,329
+6,529
186
$912K 0.08%
23,475
+1,550
187
$912K 0.08%
8,967
+988
188
$891K 0.08%
10,349
-177
189
$888K 0.08%
4,697
+1,317
190
$876K 0.07%
6,887
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191
$876K 0.07%
34,683
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192
$868K 0.07%
6,773
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193
$868K 0.07%
16,407
-73
194
$855K 0.07%
10,591
-1,531
195
$850K 0.07%
33,888
+3,436
196
$847K 0.07%
9,743
+961
197
$842K 0.07%
37,199
-183
198
$840K 0.07%
3,177
+459
199
$837K 0.07%
15,261
-85
200
$835K 0.07%
9,645
+1,131
6 7
8
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