Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
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
+$91.9M
2
+$76.7M
3
+$43.5M
4
AAPL icon
Apple
AAPL
+$30.5M
5
AMZN icon
Amazon
AMZN
+$26.1M

Top Sells

1
+$52.1M
2
+$45M
3
+$18.3M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$17.3M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$16.3M

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
726
$240K ﹤0.01%
1,851
-83
727
$240K ﹤0.01%
6,703
+25
728
$239K ﹤0.01%
+3,621
729
$239K ﹤0.01%
992
+8
730
$239K ﹤0.01%
+1,581
731
$238K ﹤0.01%
2,964
+29
732
$238K ﹤0.01%
11,312
733
$237K ﹤0.01%
+8,698
734
$237K ﹤0.01%
3,398
-81
735
$236K ﹤0.01%
+2,920
736
$235K ﹤0.01%
+4,639
737
$235K ﹤0.01%
11,745
738
$235K ﹤0.01%
+2,859
739
$234K ﹤0.01%
+822
740
$234K ﹤0.01%
9,364
+198
741
$234K ﹤0.01%
+13,001
742
$234K ﹤0.01%
+1,073
743
$233K ﹤0.01%
+2,812
744
$233K ﹤0.01%
6,885
+46
745
$232K ﹤0.01%
+2,840
746
$232K ﹤0.01%
+3,219
747
$232K ﹤0.01%
53,001
-117
748
$231K ﹤0.01%
+2,863
749
$231K ﹤0.01%
2,963
+164
750
$230K ﹤0.01%
900
-55
28 29
30
31 32