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
251
$670K 0.03%
5,508
-7
252
$659K 0.03%
88,500
+46,018
253
$644K 0.03%
13,106
-13,686
254
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15,370
-1,050
255
$638K 0.03%
130,300
+75,300
256
$636K 0.03%
3,993
+2,382
257
$635K 0.03%
41,984
-13,812
258
$633K 0.03%
14,144
259
$617K 0.03%
10,661
-838
260
$616K 0.03%
35,814
+5,416
261
$616K 0.03%
14,882
-4,045
262
$609K 0.03%
8,275
263
$597K 0.03%
3,577
+806
264
$596K 0.03%
3,651
-111
265
$595K 0.03%
122,935
+5,935
266
$590K 0.03%
7,911
267
$587K 0.03%
81,529
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268
$585K 0.02%
3,378
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269
$572K 0.02%
14,432
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270
$572K 0.02%
49,218
+3,885
271
$563K 0.02%
3,675
+2,559
272
$563K 0.02%
22,745
+1,450
273
$547K 0.02%
2,513
+173
274
$540K 0.02%
26,065
+8,372
275
$540K 0.02%
39,515
+17,315
9 10
11
12 13