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
751
$230K ﹤0.01%
8,434
+110
752
$230K ﹤0.01%
2,831
753
$230K ﹤0.01%
12,384
-232
754
$230K ﹤0.01%
3,448
755
$230K ﹤0.01%
+6,859
756
$229K ﹤0.01%
+1,901
757
$228K ﹤0.01%
+2,856
758
$227K ﹤0.01%
+12,018
759
$226K ﹤0.01%
+8,731
760
$226K ﹤0.01%
12,778
761
$226K ﹤0.01%
+9,190
762
$226K ﹤0.01%
+1,995
763
$225K ﹤0.01%
+7,506
764
$225K ﹤0.01%
16,819
765
$225K ﹤0.01%
+1,992
766
$225K ﹤0.01%
3,191
-85
767
$224K ﹤0.01%
3,905
+57
768
$224K ﹤0.01%
+1,937
769
$223K ﹤0.01%
4,026
+322
770
$223K ﹤0.01%
+4,318
771
$223K ﹤0.01%
+2,502
772
$221K ﹤0.01%
+1,189
773
$220K ﹤0.01%
5,071
-2,837
774
$219K ﹤0.01%
+40,499
775
$219K ﹤0.01%
10,285
29 30
31
32 33