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
$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
551
– –
-4,198
552
– –
-2,615
553
– –
-8,200
554
– –
-6,396
555
– –
-14,190
556
– –
-36,274
557
– –
0
558
– –
-5,953
559
– –
-9,889
560
– –
-8,156
561
– –
-11,030
562
– –
-5,127
563
– –
-1,964
564
– –
-3,754
565
– –
-6,910
566
– –
-3,386
567
– –
0
568
– –
-8,366
569
– –
-4,804
570
– –
-6,203
571
– –
-6,320
572
– –
-23,974
573
– –
-9,908
574
– –
-1,464
575
– –
-3,148
21 22
23
24 25