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
201
$830K 0.07%
31,223
-3,687
202
$822K 0.07%
63,397
-3,428
203
$811K 0.07%
17,893
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204
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205
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49,892
+10,512
206
$805K 0.07%
57,215
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207
$801K 0.07%
43,509
-29,354
208
$783K 0.07%
32,711
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209
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29,530
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13,741
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211
$747K 0.06%
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212
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213
$723K 0.06%
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214
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215
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52,708
218
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41,749
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219
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56,314
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220
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221
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+18,746
222
$669K 0.06%
10,004
+702
223
$665K 0.06%
7,690
+27
224
$661K 0.06%
11,005
+1,000
225
$659K 0.06%
36,336
-15,264
7 8
9
10 11