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
476
$152K 0.01%
24,259
-10,291
477
$152K 0.01%
60,710
478
$151K 0.01%
35,600
+600
479
$149K 0.01%
+11,388
480
$141K 0.01%
16,020
481
$138K 0.01%
17,112
-10,154
482
$135K 0.01%
+15,028
483
$133K 0.01%
16,069
484
$128K 0.01%
18,616
-8,614
485
$122K 0.01%
11,276
-3,380
486
$121K 0.01%
+14,500
487
$120K 0.01%
23,938
+9,823
488
$120K 0.01%
600,000
+450,000
489
$115K ﹤0.01%
21,855
+6,815
490
$110K ﹤0.01%
15,000
+5,000
491
$107K ﹤0.01%
+37,230
492
$106K ﹤0.01%
16,304
+4,879
493
$104K ﹤0.01%
26,924
-1,292
494
$94K ﹤0.01%
5,113
+142
495
$92K ﹤0.01%
5,919
+626
496
$90K ﹤0.01%
12,450
-9,900
497
$88K ﹤0.01%
11,278
+618
498
$88K ﹤0.01%
+44
499
$80K ﹤0.01%
+10,698
500
$80K ﹤0.01%
3,760
-416
18 19
20
21 22