Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
1
$219M 5.61%
10,035,829
-49,974
2
$191M 4.89%
1,648,822
-34,702
3
$138M 3.53%
410,446
+81,190
4
$109M 2.8%
1,895,040
+224,112
5
$75.4M 1.93%
818,691
+57,027
6
$61.2M 1.57%
290,974
+17,389
7
$51.2M 1.31%
2,403,327
+1,133,609
8
$47.5M 1.22%
422,313
-154,867
9
$42.4M 1.08%
1,072,428
+21,474
10
$41.6M 1.07%
791,533
+44,137
11
$40.9M 1.05%
259,580
+5,920
12
$36.2M 0.93%
583,025
+65,724
13
$34.2M 0.88%
168,643
+1,996
14
$29M 0.74%
194,920
+793
15
$27.9M 0.72%
195,417
+1,737
16
$26.1M 0.67%
676,396
-13,410
17
$25.3M 0.65%
748,306
-41,709
18
$24.9M 0.64%
620,699
+37,845
19
$20.7M 0.53%
141,109
-3,098
20
$19.2M 0.49%
73,344
+13,317
21
$16.8M 0.43%
121,029
+1,745
22
$16.7M 0.43%
189,594
+2,746
23
$16.5M 0.42%
432,597
+8,176
24
$15.6M 0.4%
1,150,800
+81,640
25
$15.4M 0.39%
146,051
-29,845
1
2 3 4 5