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
$4.47B
AUM Growth
+$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$94.8M
2
+$76.9M
3
+$44.8M
4
AAPL icon
Apple
AAPL
+$31.7M
5
AMZN icon
Amazon
AMZN
+$27.4M

Top Sells

1
+$53.4M
2
+$45.1M
3
+$18.3M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$18.2M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$17.1M

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
301
$1.38M 0.03%
14,319
-102
302
$1.38M 0.03%
+15,167
303
$1.37M 0.03%
5,179
+1,809
304
$1.37M 0.03%
14,969
-5,555
305
$1.36M 0.03%
45,952
+3,258
306
$1.36M 0.03%
38,710
+18,074
307
$1.36M 0.03%
86,530
-48,589
308
$1.33M 0.03%
26,516
+5,124
309
$1.31M 0.03%
11,114
-5,296
310
$1.3M 0.03%
13,363
+5,536
311
$1.29M 0.03%
17,513
312
$1.28M 0.03%
24,211
+19,436
313
$1.28M 0.03%
48,900
+6,189
314
$1.26M 0.03%
43,794
-918
315
$1.26M 0.03%
3,556
-21
316
$1.26M 0.03%
+11,208
317
$1.26M 0.03%
8,277
-23
318
$1.25M 0.03%
16,310
+6,492
319
$1.25M 0.03%
11,356
+1,515
320
$1.25M 0.03%
7,925
+5,342
321
$1.25M 0.03%
11,110
+4,974
322
$1.24M 0.03%
5,911
+145
323
$1.22M 0.03%
10,197
+1,184
324
$1.2M 0.03%
6,921
+2,031
325
$1.19M 0.03%
25,946
-294
11 12
13
14 15