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
$17B
AUM Growth
+$956M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$2.19B
2
+$559M
3
+$111M
4
AAPL icon
Apple
AAPL
+$85.1M
5
MSFT icon
Microsoft
MSFT
+$84.2M

Top Sells

1
+$158M
2
+$76.4M
3
+$60.6M
4
PG icon
Procter & Gamble
PG
+$24.7M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$22M

Sector Composition

1 Technology 15.16%
2 Financials 4.97%
3 Healthcare 3.8%
4 Consumer Discretionary 3.5%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.08M 0.01%
6,319
-680
702
$1.08M 0.01%
36,398
703
$1.08M 0.01%
8,953
-320
704
$1.07M 0.01%
27,150
-3,230
705
$1.07M 0.01%
13,702
+376
706
$1.07M 0.01%
20,030
-664
707
$1.06M 0.01%
47,338
-1,176
708
$1.05M 0.01%
15,084
-352
709
$1.05M 0.01%
3,713
+1,965
710
$1.05M 0.01%
50,510
+1,838
711
$1.05M 0.01%
90,648
+3,498
712
$1.05M 0.01%
19,168
-11,665
713
$1.05M 0.01%
21,389
-4,415
714
$1.04M 0.01%
99,942
715
$1.04M 0.01%
6,057
-608
716
$1.03M 0.01%
57,287
-2,931
717
$1.03M 0.01%
59,844
+5,626
718
$1.03M 0.01%
+23,469
719
$1.03M 0.01%
23,715
-397
720
$1.03M 0.01%
33,078
+1,001
721
$1.02M 0.01%
3,909
+293
722
$1.02M 0.01%
49,878
-298
723
$1.02M 0.01%
9,373
-1,292
724
$1.02M 0.01%
9,868
+1,887
725
$1.01M 0.01%
184,967
-1
27 28
29
30 31