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
176
$954K 0.05%
5,863
+910
177
$952K 0.05%
6,277
+1,154
178
$950K 0.05%
8,534
+2,199
179
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8,355
-4,863
180
$942K 0.05%
5,115
+337
181
$942K 0.05%
5,561
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182
$939K 0.05%
25,509
+8,304
183
$923K 0.05%
3,365
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184
$916K 0.05%
10,494
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185
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56,329
+6,529
186
$912K 0.05%
23,475
+1,550
187
$912K 0.05%
8,967
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188
$891K 0.05%
10,349
-177
189
$888K 0.05%
4,697
+1,317
190
$876K 0.05%
34,683
+4,925
191
$876K 0.05%
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192
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193
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194
$855K 0.05%
10,591
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195
$850K 0.05%
33,888
+3,436
196
$847K 0.05%
9,743
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197
$842K 0.05%
37,199
-183
198
$840K 0.05%
3,177
+459
199
$837K 0.05%
15,261
-85
200
$835K 0.05%
9,645
+1,131
6 7
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