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
351
$349K 0.01%
4,229
+91
352
$348K 0.01%
14,267
-22,491
353
$342K 0.01%
32,500
354
$337K 0.01%
+4,673
355
$334K 0.01%
3,605
+1,146
356
$330K 0.01%
21,205
-3,860
357
$325K 0.01%
+6,707
358
$325K 0.01%
14,695
+3,646
359
$323K 0.01%
3,725
-401
360
$323K 0.01%
13,705
361
$323K 0.01%
4,629
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362
$321K 0.01%
10,750
-2,430
363
$315K 0.01%
3,076
-431
364
$314K 0.01%
3,626
-848
365
$314K 0.01%
3,514
-870
366
$313K 0.01%
8,766
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367
$312K 0.01%
2,539
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368
$312K 0.01%
2,655
-3,260
369
$307K 0.01%
4,759
370
$307K 0.01%
5,164
-2,180
371
$306K 0.01%
6,284
+386
372
$305K 0.01%
14,742
+3,711
373
$305K 0.01%
14,761
-214
374
$300K 0.01%
13,467
375
$299K 0.01%
66,439
+3,200
13 14
15
16 17