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
201
$1.23M 0.03%
12,050
+1,170
202
$1.23M 0.03%
37,997
+926
203
$1.21M 0.03%
+8,208
204
$1.19M 0.03%
7,200
+1,254
205
$1.19M 0.03%
75,844
+25,004
206
$1.19M 0.03%
27,456
-10
207
$1.19M 0.03%
25,338
-15,887
208
$1.18M 0.03%
2,087
+29
209
$1.17M 0.03%
9,028
-38,140
210
$1.17M 0.03%
13,343
+314
211
$1.16M 0.03%
31,395
-1,435
212
$1.16M 0.03%
15,026
+117
213
$1.15M 0.03%
14,514
+3,185
214
$1.14M 0.03%
168,336
+3,653
215
$1.14M 0.03%
12,783
-4,649
216
$1.13M 0.03%
46,889
-28,025
217
$1.13M 0.03%
13,587
-228
218
$1.13M 0.03%
5,714
-189
219
$1.1M 0.03%
11,958
-3,388
220
$1.1M 0.03%
1,760
-479
221
$1.09M 0.03%
7,335
-1,504
222
$1.06M 0.03%
18,506
-97
223
$1.06M 0.03%
3,106
224
$1.05M 0.03%
6,301
+2,590
225
$1.04M 0.03%
9,917
-8,460
7 8
9
10 11