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
651
$306K ﹤0.01%
1,658
+24
652
$304K ﹤0.01%
18,089
653
$302K ﹤0.01%
1,222
+122
654
$299K ﹤0.01%
2,073
-4,006
655
$297K ﹤0.01%
6,867
+509
656
$297K ﹤0.01%
376
+29
657
$297K ﹤0.01%
12,105
+4,157
658
$297K ﹤0.01%
2,425
-531
659
$295K ﹤0.01%
732
660
$294K ﹤0.01%
3,673
661
$292K ﹤0.01%
+5,212
662
$292K ﹤0.01%
1,944
+17
663
$292K ﹤0.01%
+11,289
664
$290K ﹤0.01%
575
+259
665
$290K ﹤0.01%
+6,828
666
$290K ﹤0.01%
5,443
-603
667
$289K ﹤0.01%
+13,038
668
$287K ﹤0.01%
1,896
-184
669
$286K ﹤0.01%
7,690
670
$286K ﹤0.01%
+1,554
671
$284K ﹤0.01%
7,490
+83
672
$283K ﹤0.01%
1,133
-2,116
673
$280K ﹤0.01%
2,389
-125
674
$274K ﹤0.01%
4,414
+349
675
$274K ﹤0.01%
7,709
-423
25 26
27
28 29