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
451
$207K 0.01%
1,554
-558
452
$207K 0.01%
+5,650
453
$206K 0.01%
+2,169
454
$202K 0.01%
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455
$201K 0.01%
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456
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3,844
-1,102
457
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4,292
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52,000
+12,000
459
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18,934
460
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21,370
-17,500
461
$196K 0.01%
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462
$186K 0.01%
2,313
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463
$184K 0.01%
19,069
464
$182K 0.01%
15,946
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465
$175K 0.01%
8,635
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466
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20,713
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467
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16,000
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$172K 0.01%
13,032
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470
$168K 0.01%
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471
$165K 0.01%
+17,500
472
$160K 0.01%
11,524
-30,246
473
$159K 0.01%
20,801
+7,800
474
$157K 0.01%
11,417
475
$154K 0.01%
16,039
+1,560
17 18
19
20 21