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
401
$819K 0.02%
1,232
+78
402
$818K 0.02%
13,420
-1,016
403
$817K 0.02%
10,563
+817
404
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17,513
-162
405
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3,254
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406
$799K 0.02%
53,471
+7,333
407
$792K 0.02%
28,019
408
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12,965
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409
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34,080
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410
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47,542
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411
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49,168
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412
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17,215
-2,212
413
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10,988
-33,949
414
$765K 0.02%
17,095
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415
$760K 0.02%
30,670
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416
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12,670
-6,586
417
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418
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6,811
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419
$724K 0.02%
14,079
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420
$722K 0.02%
+20,231
421
$709K 0.02%
8,235
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422
$704K 0.02%
41,133
-2,460
423
$703K 0.02%
13,349
+4,072
424
$700K 0.02%
5,730
+104
425
$689K 0.02%
12,105
+543
15 16
17
18 19