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
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
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$239K 0.01%
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731
$238K 0.01%
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11,312
733
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734
$237K 0.01%
3,398
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735
$236K 0.01%
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736
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737
$235K 0.01%
11,745
738
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+2,859
739
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740
$234K 0.01%
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741
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742
$234K 0.01%
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743
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744
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745
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746
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747
$232K 0.01%
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-117
748
$231K 0.01%
+2,863
749
$231K 0.01%
2,963
+164
750
$230K 0.01%
900
-55
28 29
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31 32