Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.93B
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1
+$251M
2
+$46.2M
3
+$32.5M
4
MSFT icon
Microsoft
MSFT
+$22.2M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$21.8M

Top Sells

1
+$64.6M
2
+$33.3M
3
+$28.8M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$22.8M
5
AMZN icon
Amazon
AMZN
+$18.4M

Sector Composition

1 Technology 12.61%
2 Healthcare 4.07%
3 Financials 3.73%
4 Consumer Discretionary 3.63%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.38M 0.05%
8,993
+51
252
$4.35M 0.05%
17,073
+3,021
253
– –
0
254
$4.24M 0.05%
43,892
+22,072
255
$4.14M 0.05%
48,377
-3,230
256
$4.1M 0.05%
9,229
-520
257
$4.08M 0.05%
58,473
-438
258
$4.03M 0.05%
132,359
+7,323
259
$4.03M 0.05%
133,499
+34,661
260
$4.01M 0.04%
57,733
+5,254
261
$4M 0.04%
29,141
-3,476
262
$3.98M 0.04%
19,140
-402
263
$3.97M 0.04%
16,495
-1,973
264
$3.96M 0.04%
50,635
-26,050
265
$3.89M 0.04%
87,625
+8,734
266
$3.88M 0.04%
126,792
-16,146
267
$3.87M 0.04%
51,685
+6,985
268
$3.87M 0.04%
400,000
269
$3.78M 0.04%
52,225
+4,618
270
$3.76M 0.04%
33,553
+2,106
271
$3.68M 0.04%
40,541
-16,181
272
$3.63M 0.04%
103,674
-5,336
273
$3.61M 0.04%
88,811
+6,447
274
$3.61M 0.04%
85,502
+14,262
275
$3.61M 0.04%
39,490
+386
9 10
11
12 13