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
176
$1.52M 0.04%
21,694
+601
177
$1.51M 0.04%
6,495
-2,424
178
$1.5M 0.04%
12,952
-708
179
$1.48M 0.04%
16,688
+1,872
180
$1.48M 0.04%
3,856
-984
181
$1.46M 0.04%
15,245
+464
182
$1.46M 0.04%
205,028
183
$1.46M 0.04%
20,229
+1,392
184
$1.45M 0.04%
103,450
+28,833
185
$1.44M 0.04%
22,560
+9,036
186
$1.41M 0.04%
11,923
+774
187
$1.4M 0.04%
13,528
+3,764
188
$1.39M 0.04%
25,713
+1,253
189
$1.39M 0.04%
23,861
+317
190
$1.39M 0.04%
121,000
-46,800
191
$1.39M 0.04%
17,798
+5,929
192
$1.36M 0.03%
13,342
-20,795
193
$1.33M 0.03%
84,526
-392
194
$1.33M 0.03%
25,300
+9,061
195
$1.3M 0.03%
107,216
196
$1.3M 0.03%
8,753
-3,516
197
$1.28M 0.03%
106,743
+17,150
198
$1.28M 0.03%
12,229
+3,790
199
$1.27M 0.03%
127,813
+2,289
200
$1.24M 0.03%
13,795
6 7
8
9 10