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
326
$408K 0.02%
7,490
+1,104
327
$407K 0.02%
31,701
-11,125
328
$404K 0.02%
6,004
-40
329
$402K 0.02%
3,297
-108
330
$401K 0.02%
4,661
+82
331
$401K 0.02%
19,860
+1,250
332
$400K 0.02%
13,019
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333
$397K 0.02%
26,500
334
$393K 0.02%
11,464
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335
$388K 0.02%
32,498
+3,898
336
$388K 0.02%
7,984
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337
$388K 0.02%
2,775
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338
$386K 0.02%
20,440
+1,868
339
$384K 0.02%
+5,760
340
$381K 0.02%
12,171
+6,163
341
$371K 0.02%
+34,553
342
$368K 0.02%
16,500
+1,500
343
$367K 0.02%
+8,645
344
$363K 0.02%
2,199
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345
$362K 0.02%
20,301
+1,551
346
$359K 0.02%
7,638
-1,052
347
$356K 0.02%
11,537
-10,988
348
$355K 0.02%
11,814
+357
349
$353K 0.02%
+6,102
350
$352K 0.02%
1,480
+45
12 13
14
15 16