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
26
$10.4M 0.44%
140,996
-4,565
27
$10.2M 0.43%
395,260
+20,506
28
$9.83M 0.42%
109,682
+100
29
$9.69M 0.41%
45,745
-4,059
30
$9.65M 0.41%
174,238
-48,481
31
$8.33M 0.35%
52,661
-5,246
32
$8.18M 0.35%
164,730
+27,423
33
$8.06M 0.34%
368,190
+27,367
34
$8.04M 0.34%
257,678
-35,286
35
$7.79M 0.33%
41,722
+7,725
36
$7.6M 0.32%
45,556
+22,847
37
$7.55M 0.32%
313,190
+53,580
38
$7.53M 0.32%
129,520
+48,920
39
$7.49M 0.32%
214,500
+2,025
40
$7.44M 0.32%
139,115
-114,721
41
$7.33M 0.31%
349,361
+9,614
42
$6.74M 0.29%
187,587
+12,918
43
$6.68M 0.28%
123,415
-3,688
44
$6.62M 0.28%
122,509
-33,926
45
$6.49M 0.28%
66,164
-6,048
46
$6.44M 0.27%
25,809
+8,469
47
$6.43M 0.27%
117,244
+6,986
48
$6.39M 0.27%
53,228
+11,260
49
$6.33M 0.27%
839,828
50
$5.99M 0.25%
46,501
-5,999
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