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
426
$236K 0.01%
1,480
-240
427
$234K 0.01%
3,120
-995
428
$232K 0.01%
1,524
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429
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430
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+3,206
431
$227K 0.01%
+7,397
432
$227K 0.01%
2,553
-744
433
$226K 0.01%
11,974
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434
$226K 0.01%
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435
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6,815
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436
$219K 0.01%
33,257
+1,000
437
$218K 0.01%
+2,173
438
$218K 0.01%
37,287
-26,990
439
$218K 0.01%
43,399
-3,054
440
$217K 0.01%
6,396
+310
441
$215K 0.01%
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442
$214K 0.01%
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443
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3,882
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444
$212K 0.01%
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$212K 0.01%
2,935
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446
$209K 0.01%
6,415
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447
$208K 0.01%
2,099
-617
448
$208K 0.01%
2,533
-3,799
449
$208K 0.01%
3,646
450
$208K 0.01%
8,413
+1,619
16 17
18
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