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
$1.29B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$12.1M
3
+$8.26M
4
CGC
Canopy Growth
CGC
+$7.46M
5
QDEF icon
FlexShares Quality Dividend Defensive Index Fund
QDEF
+$6.32M

Top Sells

1
+$15.4M
2
+$15.4M
3
+$13.7M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$7.08M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.69M

Sector Composition

1 Technology 7.91%
2 Real Estate 5.72%
3 Healthcare 4.55%
4 Financials 4.25%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$234K 0.02%
4,259
+441
452
$234K 0.02%
+2,990
453
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5,156
-48
454
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455
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456
$232K 0.02%
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457
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458
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+4,015
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460
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461
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462
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+3,455
463
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464
$228K 0.02%
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-174
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466
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467
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$221K 0.02%
1,709
-1,354
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474
$219K 0.02%
32,985
475
$217K 0.02%
3,824
-48
17 18
19
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