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
251
$1.87M 0.03%
43,973
+2,325
252
$1.84M 0.03%
19,446
+954
253
$1.84M 0.03%
12,558
+1,647
254
$1.84M 0.03%
7,665
+4,051
255
$1.79M 0.03%
11,655
+896
256
$1.78M 0.02%
35,362
+1,823
257
$1.76M 0.02%
70,528
-2,040
258
$1.73M 0.02%
62,108
+7,901
259
$1.73M 0.02%
3,628
-79
260
$1.72M 0.02%
88,978
-2,256
261
$1.71M 0.02%
51,253
+44,840
262
$1.71M 0.02%
12,303
+1,161
263
$1.71M 0.02%
11,445
+4,179
264
$1.71M 0.02%
+147,282
265
$1.7M 0.02%
31,141
+641
266
$1.7M 0.02%
17,962
+387
267
$1.68M 0.02%
60,314
+50,189
268
$1.67M 0.02%
32,752
+17,126
269
$1.65M 0.02%
+27,648
270
$1.65M 0.02%
22,664
+4,099
271
$1.63M 0.02%
53,980
+4,644
272
$1.58M 0.02%
91,614
+30
273
$1.58M 0.02%
25,541
-2,133
274
$1.58M 0.02%
23,852
+4,389
275
$1.57M 0.02%
16,387
+3,263
9 10
11
12 13