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
426
$688K 0.01%
12,993
-229
427
$687K 0.01%
5,028
+632
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429
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6,343
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430
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431
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3,031
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434
$664K 0.01%
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435
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436
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437
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5,173
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438
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3,292
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440
$654K 0.01%
7,652
441
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7,220
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46,384
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444
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445
$635K 0.01%
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446
$634K 0.01%
7,695
+1,180
447
$630K 0.01%
3,752
+19
448
$630K 0.01%
+54,902
449
$629K 0.01%
7,102
+1,600
450
$624K 0.01%
20,940
+5,110
16 17
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