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
401
$256K 0.01%
30,533
-5,238
402
$255K 0.01%
2,162
-1,158
403
$255K 0.01%
3,297
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$254K 0.01%
8,261
-9,856
405
$254K 0.01%
55,147
+2,913
406
$253K 0.01%
+13,624
407
$252K 0.01%
20,159
408
$252K 0.01%
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409
$251K 0.01%
3,135
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410
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8,460
+2,638
411
$246K 0.01%
4,701
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412
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2,041
-276
413
$244K 0.01%
3,877
+1,570
414
$244K 0.01%
3,007
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415
$243K 0.01%
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416
$243K 0.01%
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417
$242K 0.01%
2,551
418
$241K 0.01%
15,860
419
$241K 0.01%
10,268
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420
$241K 0.01%
28,788
-9,914
421
$240K 0.01%
1,055
+38
422
$239K 0.01%
22,929
+7,929
423
$239K 0.01%
3,441
424
$238K 0.01%
11,912
-29,052
425
$236K 0.01%
8,002
15 16
17
18 19