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
801
$209K ﹤0.01%
+3,761
802
$209K ﹤0.01%
+676
803
$208K ﹤0.01%
1,857
804
$208K ﹤0.01%
+998
805
$208K ﹤0.01%
15,397
-265
806
$207K ﹤0.01%
+1,432
807
$207K ﹤0.01%
+3,953
808
$206K ﹤0.01%
+4,154
809
$205K ﹤0.01%
3,318
-279
810
$204K ﹤0.01%
5,596
-2,562
811
$204K ﹤0.01%
+2,271
812
$203K ﹤0.01%
+1,368
813
$203K ﹤0.01%
12,359
814
$202K ﹤0.01%
3,378
-174
815
$202K ﹤0.01%
+2,291
816
$200K ﹤0.01%
18,732
817
$199K ﹤0.01%
+5,719
818
$198K ﹤0.01%
32,239
819
$198K ﹤0.01%
+571
820
$190K ﹤0.01%
12,184
821
$186K ﹤0.01%
10,695
-2,781
822
$172K ﹤0.01%
15,696
-1,667
823
$172K ﹤0.01%
214,446
824
$165K ﹤0.01%
10,144
+2
825
$162K ﹤0.01%
+13,316
31 32
33
34 35