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
301
$449K 0.02%
918
+6
302
$449K 0.02%
10,156
+640
303
$444K 0.02%
18,801
+7,985
304
$442K 0.02%
3,432
-292
305
$441K 0.02%
12,253
+764
306
$437K 0.02%
10,806
-11,733
307
$434K 0.02%
1,340
-228
308
$434K 0.02%
26,487
-41,310
309
$432K 0.02%
9,427
+4,983
310
$431K 0.02%
9,090
-1,619
311
$431K 0.02%
+5,106
312
$429K 0.02%
46,822
+3,290
313
$424K 0.02%
25,825
+1,665
314
$424K 0.02%
8,364
+560
315
$423K 0.02%
3,352
-546
316
$421K 0.02%
3,552
-155
317
$419K 0.02%
8,737
+666
318
$416K 0.02%
2,403
+440
319
$414K 0.02%
13,228
320
$411K 0.02%
23,813
-8,241
321
$411K 0.02%
56,667
+31,111
322
$410K 0.02%
11,751
-6,465
323
$409K 0.02%
6,504
-1,353
324
$409K 0.02%
1,538
-158
325
$408K 0.02%
3,079
-227
11 12
13
14 15