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
701
$259K ﹤0.01%
7,785
+185
702
$257K ﹤0.01%
9,701
-1,452
703
$257K ﹤0.01%
6,330
-225
704
$256K ﹤0.01%
4,618
+236
705
$255K ﹤0.01%
2,421
-526
706
$254K ﹤0.01%
9,889
707
$254K ﹤0.01%
964
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708
$254K ﹤0.01%
+20,000
709
$253K ﹤0.01%
+1,070
710
$253K ﹤0.01%
+392
711
$251K ﹤0.01%
6,917
+16
712
$247K ﹤0.01%
3,973
-427
713
$247K ﹤0.01%
32,200
714
$246K ﹤0.01%
4,591
-1,211
715
$244K ﹤0.01%
11,923
-247
716
$244K ﹤0.01%
20,447
717
$244K ﹤0.01%
8,250
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718
$244K ﹤0.01%
1,450
719
$243K ﹤0.01%
1,243
-1,530
720
$243K ﹤0.01%
+6,145
721
$242K ﹤0.01%
1,212
+360
722
$242K ﹤0.01%
+4,968
723
$242K ﹤0.01%
+3,837
724
$241K ﹤0.01%
+5,406
725
$240K ﹤0.01%
8,359
+5
27 28
29
30 31