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
626
$604K 0.01%
17,357
-40,148
627
$601K 0.01%
22,574
+9,018
628
$599K 0.01%
4,152
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629
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630
$592K 0.01%
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631
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632
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$584K 0.01%
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635
$579K 0.01%
10,883
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$578K 0.01%
19,039
-1,387
637
$577K 0.01%
14,597
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638
$577K 0.01%
11,428
-13,696
639
$573K 0.01%
11,711
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640
$572K 0.01%
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4,328
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$567K 0.01%
9,905
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$564K 0.01%
4,568
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648
$564K 0.01%
7,021
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649
$563K 0.01%
8,872
+4,888
650
$553K 0.01%
27,529
+6,639
24 25
26
27 28