Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.93B
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1
+$251M
2
+$46.2M
3
+$32.5M
4
MSFT icon
Microsoft
MSFT
+$22.2M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$21.8M

Top Sells

1
+$64.6M
2
+$33.3M
3
+$28.8M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$22.8M
5
AMZN icon
Amazon
AMZN
+$18.4M

Sector Composition

1 Technology 12.61%
2 Healthcare 4.07%
3 Financials 3.73%
4 Consumer Discretionary 3.63%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$724K 0.01%
24,386
+32
577
$723K 0.01%
4,943
+148
578
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12,940
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579
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47,088
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10,628
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581
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5,750
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582
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8,322
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14,676
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584
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28,161
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13,266
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586
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587
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588
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6,014
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589
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15,368
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$674K 0.01%
12,058
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11,446
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23,321
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598
$667K 0.01%
19,205
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599
$667K 0.01%
24,624
-3,378
600
$665K 0.01%
13,422
+12
22 23
24
25 26