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
51
$15.4M 0.35%
143,095
+15,576
52
$15.3M 0.34%
68,999
+8,658
53
$15.2M 0.34%
839,570
-258
54
$15.1M 0.34%
146,131
+11,079
55
$14.5M 0.32%
478,010
+41,470
56
$14.4M 0.32%
182,156
+14,191
57
$14.4M 0.32%
183,995
+41,602
58
$13.9M 0.31%
135,111
-82,215
59
$13.9M 0.31%
961,789
+215,036
60
$13.7M 0.31%
60,032
+4,183
61
$13.5M 0.3%
49,400
-15,780
62
$13.4M 0.3%
116,310
+12,313
63
$13.3M 0.3%
179,712
-1,499
64
$12.7M 0.28%
71,476
+3,216
65
$12.1M 0.27%
94,058
+9,963
66
$11.7M 0.26%
104,463
+11,295
67
$11.6M 0.26%
282,630
+46,199
68
$11.5M 0.26%
26,740
+2,732
69
$10.8M 0.24%
254,518
-36,587
70
$10.7M 0.24%
64,067
+4,597
71
$10.4M 0.23%
78,145
+7,038
72
$10.2M 0.23%
51,093
+3,968
73
$10.2M 0.23%
229,891
-83,520
74
$10.2M 0.23%
186,940
-16,581
75
$10M 0.22%
210,623
-8,274
1 2
3
4 5