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
26
$27M 0.38%
202,540
+21,600
27
$25.8M 0.36%
64,382
-1,381
28
$25.8M 0.36%
76,432
-4,654
29
$25.1M 0.35%
976,296
+163,464
30
$24.4M 0.34%
304,106
+212,114
31
$23.8M 0.33%
+93,295
32
$23.6M 0.33%
144,275
-10,829
33
$23.4M 0.33%
65,396
+8,530
34
$23.1M 0.32%
377,990
+54,290
35
$20.2M 0.28%
144,365
+1,269
36
$19.8M 0.28%
347,770
+16,060
37
$19.8M 0.28%
118,131
-2,451
38
$17.9M 0.25%
343,197
-5,288
39
$17.7M 0.25%
79,494
+8,410
40
$17.7M 0.25%
+397,959
41
$17.2M 0.24%
63,247
+11,577
42
$17.1M 0.24%
29,686
+4,540
43
$16.9M 0.24%
145,505
-2,793
44
$16.9M 0.24%
44,729
+3,599
45
$16.5M 0.23%
41,023
+4,023
46
$16.4M 0.23%
112,740
+5,176
47
$16M 0.22%
106,314
+19,175
48
$16M 0.22%
187,038
-1,595
49
$15.6M 0.22%
321,840
-5,993
50
$15.6M 0.22%
151,628
+7,461
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