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
826
$153K ﹤0.01%
15,952
+87
827
$130K ﹤0.01%
+16,261
828
$129K ﹤0.01%
+3,121
829
$128K ﹤0.01%
31,225
+185
830
$122K ﹤0.01%
10,000
-25,000
831
$117K ﹤0.01%
18,300
832
$105K ﹤0.01%
16,120
+1,250
833
$96K ﹤0.01%
6
834
$85K ﹤0.01%
+667
835
$85K ﹤0.01%
11,039
+512
836
$77K ﹤0.01%
1,531
-124,051
837
$67K ﹤0.01%
20,000
+7,500
838
$61K ﹤0.01%
+10,000
839
$57K ﹤0.01%
14,577
840
$47K ﹤0.01%
+791
841
$47K ﹤0.01%
10,100
842
$45K ﹤0.01%
667
843
$39K ﹤0.01%
5,750
844
$36K ﹤0.01%
+200
845
$26K ﹤0.01%
13
846
$25K ﹤0.01%
24,617
847
$17K ﹤0.01%
12,000
848
$12K ﹤0.01%
344
849
$6K ﹤0.01%
+800
850
– –
-3,625
32 33
34
35 36