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
276
$1.57M 0.02%
4,545
+823
277
$1.57M 0.02%
61,649
-174,069
278
$1.56M 0.02%
14,672
+10
279
$1.55M 0.02%
15,159
+1,002
280
$1.54M 0.02%
17,926
+1,893
281
$1.53M 0.02%
19,547
+15,021
282
$1.52M 0.02%
4,536
+287
283
$1.49M 0.02%
37,067
+8,797
284
$1.49M 0.02%
11,860
+2,413
285
$1.48M 0.02%
14,547
+947
286
$1.48M 0.02%
3,803
+336
287
$1.47M 0.02%
12,820
-2,143
288
$1.47M 0.02%
15,399
+302
289
$1.46M 0.02%
147,605
+13,019
290
$1.45M 0.02%
39,605
-1,291
291
$1.45M 0.02%
7,091
+41
292
$1.43M 0.02%
6,382
+5,370
293
$1.43M 0.02%
38,659
+4,888
294
$1.43M 0.02%
4,875
+364
295
$1.43M 0.02%
15,217
+3,695
296
$1.41M 0.02%
19,398
+419
297
$1.4M 0.02%
16,552
+496
298
$1.4M 0.02%
4,713
+3,628
299
$1.4M 0.02%
16,669
+2,708
300
$1.39M 0.02%
828
-35
10 11
12
13 14