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
776
$219K ﹤0.01%
+848
777
$218K ﹤0.01%
+4,770
778
$218K ﹤0.01%
10,447
779
$217K ﹤0.01%
22,198
780
$217K ﹤0.01%
+2,003
781
$217K ﹤0.01%
+1,423
782
$216K ﹤0.01%
+9,979
783
$215K ﹤0.01%
+4,198
784
$215K ﹤0.01%
3,410
+90
785
$214K ﹤0.01%
+4,280
786
$214K ﹤0.01%
+17,037
787
$213K ﹤0.01%
2,731
-353
788
$213K ﹤0.01%
4,075
-2,172
789
$213K ﹤0.01%
+4,252
790
$213K ﹤0.01%
806
+43
791
$213K ﹤0.01%
1,236
+82
792
$212K ﹤0.01%
3,085
+85
793
$212K ﹤0.01%
+7,447
794
$211K ﹤0.01%
+4,422
795
$210K ﹤0.01%
3,674
-6
796
$210K ﹤0.01%
4,120
+114
797
$209K ﹤0.01%
3,321
+3
798
$209K ﹤0.01%
+15,962
799
$209K ﹤0.01%
10,278
-24,722
800
$209K ﹤0.01%
699
-588
30 31
32
33 34