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
326
$1.19M 0.02%
6,514
+1,299
327
$1.18M 0.02%
+29,959
328
$1.18M 0.02%
4,525
-684
329
$1.17M 0.02%
4,893
+597
330
$1.17M 0.02%
10,813
-997
331
$1.17M 0.02%
11,595
+2,327
332
$1.14M 0.02%
21,856
+1,743
333
$1.13M 0.02%
9,886
+198
334
$1.13M 0.02%
17,196
+2,180
335
$1.13M 0.02%
+8,534
336
$1.13M 0.02%
14,911
+1,045
337
$1.13M 0.02%
16,028
+4,258
338
$1.12M 0.02%
4,749
+3,168
339
$1.12M 0.02%
4,015
+3,260
340
$1.11M 0.02%
31,011
-26,564
341
$1.11M 0.02%
6,950
+2,445
342
$1.1M 0.02%
5,020
+215
343
$1.1M 0.02%
37,539
+4,519
344
$1.1M 0.02%
2,853
+1,231
345
$1.1M 0.02%
15,732
+695
346
$1.1M 0.02%
35,964
-9
347
$1.09M 0.02%
22,098
-305
348
$1.09M 0.02%
13,765
+2,631
349
$1.08M 0.02%
7,592
+5,360
350
$1.06M 0.01%
62,022
+3,388
12 13
14
15 16