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
$4.47B
AUM Growth
+$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$94.8M
2
+$76.9M
3
+$44.8M
4
AAPL icon
Apple
AAPL
+$31.7M
5
AMZN icon
Amazon
AMZN
+$27.4M

Top Sells

1
+$53.4M
2
+$45.1M
3
+$18.3M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$18.2M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$17.1M

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
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$256K 0.01%
4,618
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705
$255K 0.01%
2,421
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707
$254K 0.01%
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710
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711
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6,917
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$247K 0.01%
32,200
714
$246K 0.01%
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11,923
-247
716
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717
$244K 0.01%
8,250
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718
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1,450
719
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1,243
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720
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721
$242K 0.01%
1,212
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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
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