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
851
– –
-1,435
852
– –
-705
853
– –
-20,000
854
– –
-4,936
855
– –
-21,701
856
– –
-4,000
857
– –
-735
858
– –
-5,432
859
– –
-4,504
860
– –
-6,066
861
– –
-4,903
862
– –
-10,493
863
– –
-80,129
864
– –
-10,000
865
– –
-3,682
866
– –
-126,486
867
– –
-10,947
868
– –
-100,614
869
– –
-6,749
870
– –
-3,741
871
– –
-3,224
872
– –
-35,939
873
– –
-2,120
874
– –
-4,752
875
– –
-2,087
33 34
35
36 37