Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$10.2M
3
+$4.95M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AMZN icon
Amazon
AMZN
+$4.15M

Top Sells

1
+$11.7M
2
+$6.64M
3
+$6.13M
4
QDEF icon
FlexShares Quality Dividend Defensive Index Fund
QDEF
+$6.11M
5
CMA icon
Comerica
CMA
+$4.37M

Sector Composition

1 Technology 13.39%
2 Consumer Staples 6.03%
3 Healthcare 5.2%
4 Consumer Discretionary 3.5%
5 Real Estate 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.91M 0.25%
55,469
-11,201
52
$5.69M 0.24%
111,392
-27,404
53
$5.69M 0.24%
55,031
-10,676
54
$5.64M 0.24%
23,835
-2,128
55
$5.59M 0.24%
30,562
+6,604
56
$5.53M 0.24%
38,328
+252
57
$5.44M 0.23%
261,559
+18,371
58
$5.43M 0.23%
162,842
-59,880
59
$5.4M 0.23%
33,539
-435
60
$5.4M 0.23%
28,295
-5,150
61
$5.07M 0.22%
19,633
-42
62
$4.95M 0.21%
+222,041
63
$4.94M 0.21%
55,457
-15,725
64
$4.76M 0.2%
67,221
+7,378
65
$4.72M 0.2%
152,399
-839
66
$4.69M 0.2%
191,379
+13,194
67
$4.54M 0.19%
688,960
+369,240
68
$4.52M 0.19%
84,191
+23,942
69
$4.47M 0.19%
49,696
-9,793
70
$4.34M 0.18%
37,831
+2,128
71
$4.31M 0.18%
56,616
+19,088
72
$3.95M 0.17%
57,354
+3,116
73
$3.9M 0.17%
518,847
+35,780
74
$3.89M 0.17%
41,861
+18,040
75
$3.89M 0.17%
+513,369
1 2
3
4 5