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
51
$59.7M 0.35%
170,214
+34,254
52
$58.6M 0.35%
107,217
+9,309
53
$56.8M 0.34%
1,234,143
+23,298
54
$54.4M 0.32%
680,618
-739,350
55
$54M 0.32%
545,951
-46,150
56
$53.6M 0.32%
903,867
-340,610
57
$53.6M 0.32%
647,344
+346,733
58
$52.5M 0.31%
169,857
+369
59
$52M 0.31%
313,411
+35,865
60
$49.1M 0.29%
558,467
+184,424
61
$48M 0.28%
343,200
+55,233
62
$47.2M 0.28%
1,870,316
+698,641
63
$45.9M 0.27%
83,677
+15,683
64
$45.2M 0.27%
83,421
+7,292
65
$43.5M 0.26%
712,682
-63,737
66
$42.3M 0.25%
307,929
+50,605
67
$42.3M 0.25%
335,803
+39,851
68
$41.9M 0.25%
245,698
+35,967
69
$41.5M 0.24%
61,612
+2,531
70
$40.9M 0.24%
825,202
-1,512,172
71
$39.1M 0.23%
234,376
+24,727
72
$38.3M 0.23%
1,497,374
-164,136
73
$37.2M 0.22%
377,369
+31,425
74
$36.7M 0.22%
737,545
+33,943
75
$36.7M 0.22%
468,613
+53,319
1 2
3
4 5