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
651
$551K 0.01%
4,987
+4
652
$546K 0.01%
8,029
+617
653
$546K 0.01%
12,191
-1,241
654
$538K 0.01%
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$538K 0.01%
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656
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3,828
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$527K 0.01%
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658
$526K 0.01%
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659
$523K 0.01%
720
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660
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12,375
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661
$519K 0.01%
7,202
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662
$518K 0.01%
20,512
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663
$515K 0.01%
5,893
664
$514K 0.01%
13,940
+6,178
665
$513K 0.01%
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666
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1,662
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670
$506K 0.01%
9,051
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671
$504K 0.01%
26,707
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672
$501K 0.01%
7,207
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673
$501K 0.01%
+51,718
674
$496K 0.01%
2,523
+237
675
$495K 0.01%
29,865
+6,797
25 26
27
28 29