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
676
$274K ﹤0.01%
1,013
+7
677
$273K ﹤0.01%
15,860
678
$273K ﹤0.01%
+15,958
679
$271K ﹤0.01%
2,431
-393
680
$270K ﹤0.01%
2,523
-42
681
$269K ﹤0.01%
15,000
682
$269K ﹤0.01%
21,752
-298
683
$269K ﹤0.01%
10,031
+116
684
$269K ﹤0.01%
11,793
-105
685
$269K ﹤0.01%
1,776
+372
686
$267K ﹤0.01%
10,754
-900
687
$267K ﹤0.01%
741
+114
688
$265K ﹤0.01%
1,830
-1,099
689
$265K ﹤0.01%
6,808
690
$263K ﹤0.01%
+7,134
691
$263K ﹤0.01%
5,176
-199
692
$261K ﹤0.01%
+6,987
693
$261K ﹤0.01%
1,354
+345
694
$261K ﹤0.01%
1,832
695
$261K ﹤0.01%
+3,014
696
$260K ﹤0.01%
4,500
697
$260K ﹤0.01%
7,120
+1,178
698
$260K ﹤0.01%
10,372
+306
699
$260K ﹤0.01%
1,583
-328
700
$260K ﹤0.01%
6,430
-7,395
26 27
28
29 30