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
626
$332K ﹤0.01%
4,961
+4
627
$332K ﹤0.01%
1,997
+16
628
$332K ﹤0.01%
19,881
+5,170
629
$332K ﹤0.01%
2,017
-114
630
$331K ﹤0.01%
5,386
+14
631
$331K ﹤0.01%
4,522
-1,456
632
$328K ﹤0.01%
+2,337
633
$327K ﹤0.01%
40,753
+24,908
634
$326K ﹤0.01%
4,629
+281
635
$323K ﹤0.01%
1,967
+3
636
$322K ﹤0.01%
+3,968
637
$320K ﹤0.01%
6,588
-776
638
$318K ﹤0.01%
7,565
+295
639
$318K ﹤0.01%
1,136
-20
640
$317K ﹤0.01%
6,246
+4
641
$316K ﹤0.01%
1,528
-9
642
$315K ﹤0.01%
4,406
+1,695
643
$315K ﹤0.01%
765
-83
644
$315K ﹤0.01%
+5,451
645
$313K ﹤0.01%
4,487
+183
646
$313K ﹤0.01%
5,632
647
$312K ﹤0.01%
+2,714
648
$310K ﹤0.01%
14,994
+14
649
$309K ﹤0.01%
+1,291
650
$306K ﹤0.01%
+12,056
24 25
26
27 28