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
$1.55B
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$10.2M
3
+$4.95M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AMZN icon
Amazon
AMZN
+$4.15M

Top Sells

1
+$11.7M
2
+$6.64M
3
+$6.13M
4
QDEF icon
FlexShares Quality Dividend Defensive Index Fund
QDEF
+$6.11M
5
CMA icon
Comerica
CMA
+$4.37M

Sector Composition

1 Technology 13.39%
2 Consumer Staples 6.03%
3 Healthcare 5.2%
4 Consumer Discretionary 3.5%
5 Real Estate 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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7,547
-2,801
227
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45,835
-11,235
228
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24,545
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231
$814K 0.03%
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232
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233
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234
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248
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249
$674K 0.03%
24,066
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250
$671K 0.03%
8,897
-3,582
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10
11 12