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
501
$527K 0.01%
1,242
+625
502
$525K 0.01%
14,491
-1,450
503
$525K 0.01%
+7,976
504
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6,894
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505
$524K 0.01%
30,558
-12,334
506
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10,625
-1,313
507
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5,447
-29
508
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21,849
-11,141
509
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510
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+8,238
511
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+15,782
512
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11,000
513
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6,183
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514
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4,041
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515
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5,520
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516
$506K 0.01%
9,243
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9,254
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519
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27,371
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520
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4,002
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521
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12,940
-95
522
$497K 0.01%
293
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523
$497K 0.01%
746
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524
$497K 0.01%
11,752
+3,889
525
$494K 0.01%
1,711
+691
19 20
21
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