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
1
$62.5M 5.29%
212,423
+13,299
2
$61.6M 5.21%
1,373,832
+112,844
3
$61.1M 5.17%
523,823
+47,739
4
$48.7M 4.13%
165,866
+7
5
$36.4M 3.08%
583,909
-566
6
$25.1M 2.13%
558,319
+68,755
7
$22M 1.87%
549,516
+60,571
8
$21.5M 1.82%
160,527
-1,114
9
$21.1M 1.78%
426,080
+27,600
10
$19M 1.61%
516,955
-20,025
11
$18M 1.52%
129,172
-38,254
12
$17.1M 1.44%
293,942
-3,652
13
$16.6M 1.4%
179,118
-2,453
14
$16.3M 1.38%
410,576
-19,671
15
$15.8M 1.34%
345,919
+29,813
16
$15.4M 1.31%
467,305
-11,920
17
$15.4M 1.3%
233,902
-8,707
18
$14.6M 1.23%
488,388
-17,216
19
$14.1M 1.19%
424,071
+67,286
20
$13.6M 1.15%
143,580
+1,460
21
$12.8M 1.09%
839,828
-80,000
22
$12.2M 1.04%
108,482
-333
23
$12.2M 1.03%
60,570
-1,280
24
$12M 1.01%
286,583
+28,797
25
$11.9M 1.01%
143,039
-3,031
1
2 3 4 5