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
601
$362K 0.01%
1,841
+530
602
$359K 0.01%
37,479
+1,562
603
$357K 0.01%
1,798
+13
604
$356K 0.01%
1,565
+240
605
$356K 0.01%
998
+7
606
$355K 0.01%
4,788
+43
607
$355K 0.01%
+2,287
608
$355K 0.01%
5,917
-384
609
$355K 0.01%
+4,389
610
$354K ﹤0.01%
2,100
+770
611
$353K ﹤0.01%
4,180
-242
612
$351K ﹤0.01%
4,377
+327
613
$351K ﹤0.01%
3,917
-64
614
$349K ﹤0.01%
7,852
+742
615
$349K ﹤0.01%
5,598
-1,237
616
$348K ﹤0.01%
3,693
+165
617
$348K ﹤0.01%
5,638
-5,438
618
$345K ﹤0.01%
7,790
-1,098
619
$343K ﹤0.01%
2,376
+22
620
$341K ﹤0.01%
+21,680
621
$341K ﹤0.01%
4,628
-555
622
$340K ﹤0.01%
6,662
-44
623
$339K ﹤0.01%
1,133
-63
624
$338K ﹤0.01%
7,012
625
$337K ﹤0.01%
6,718
-110
23 24
25
26 27