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
451
$619K 0.01%
3,212
+578
452
$617K 0.01%
170,027
+2,458
453
$617K 0.01%
+4,340
454
$617K 0.01%
+15,384
455
$616K 0.01%
1,549
+4
456
$613K 0.01%
3,416
457
$609K 0.01%
11,587
-11,750
458
$608K 0.01%
+27,412
459
$598K 0.01%
+8,836
460
$596K 0.01%
10,754
-259
461
$596K 0.01%
9,800
+2
462
$595K 0.01%
20,936
+11,123
463
$593K 0.01%
8,372
-311
464
$591K 0.01%
+8,859
465
$589K 0.01%
10,486
-130
466
$587K 0.01%
20,370
+3,550
467
$581K 0.01%
5,070
+101
468
$580K 0.01%
2,965
+561
469
$577K 0.01%
8,242
-766
470
$575K 0.01%
5,014
+778
471
$575K 0.01%
9,597
-31
472
$574K 0.01%
+10,110
473
$573K 0.01%
5,177
+1,221
474
$571K 0.01%
14,454
-412,272
475
$570K 0.01%
10,000
-30
17 18
19
20 21