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
$4.47B
AUM Growth
+$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$91.9M
2
+$76.7M
3
+$43.5M
4
AAPL icon
Apple
AAPL
+$30.5M
5
AMZN icon
Amazon
AMZN
+$26.1M

Top Sells

1
+$52.1M
2
+$45M
3
+$18.3M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$17.3M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$16.3M

Sector Composition

1 Technology 15.14%
2 Consumer Discretionary 5.84%
3 Communication Services 4.63%
4 Healthcare 4.08%
5 Financials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.31M 0.03%
18,845
-12,945
227
$2.3M 0.03%
13,582
-46
228
$2.25M 0.03%
66,862
+16,531
229
$2.17M 0.03%
47,250
+3,069
230
$2.16M 0.03%
29,132
+11,972
231
$2.11M 0.03%
13,909
+18
232
$2.1M 0.03%
11,531
+635
233
$2.08M 0.03%
94,271
-95,452
234
$2.06M 0.03%
193,727
-13,926
235
$2.06M 0.03%
9,288
+3,821
236
$2.01M 0.03%
9,610
+4,697
237
$2M 0.03%
12,174
-561
238
$2M 0.03%
104,809
239
$1.99M 0.03%
3,453
-14,792
240
$1.98M 0.03%
17,062
+4,610
241
$1.98M 0.03%
40,072
-5,326
242
$1.97M 0.03%
24,878
+698
243
$1.96M 0.03%
+49,160
244
$1.95M 0.03%
7,581
+229
245
$1.95M 0.03%
66,960
246
$1.94M 0.03%
29,407
+6,973
247
$1.93M 0.03%
94,105
+6,498
248
$1.92M 0.03%
50,942
+9,548
249
$1.91M 0.03%
14,394
+7,440
250
$1.91M 0.03%
32,793
+6,527
8 9
10
11 12