Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$10.2M
3
+$4.95M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AMZN icon
Amazon
AMZN
+$4.15M

Top Sells

1
+$11.7M
2
+$6.64M
3
+$6.13M
4
QDEF icon
FlexShares Quality Dividend Defensive Index Fund
QDEF
+$6.11M
5
CMA icon
Comerica
CMA
+$4.37M

Sector Composition

1 Technology 13.39%
2 Consumer Staples 6.03%
3 Healthcare 5.2%
4 Consumer Discretionary 3.5%
5 Real Estate 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.83M 0.16%
51,600
-2,509
77
$3.83M 0.16%
41,748
-12,112
78
$3.74M 0.16%
25,106
+12,193
79
$3.7M 0.16%
24,948
-2,135
80
$3.7M 0.16%
94,097
-14,003
81
$3.61M 0.15%
71,679
-404
82
$3.47M 0.15%
77,848
+4,264
83
$3.47M 0.15%
20,965
-3,104
84
$3.4M 0.14%
+47,328
85
$3.29M 0.14%
155,028
+1,404
86
$3.28M 0.14%
62,878
-2,414
87
$3.26M 0.14%
113,518
+58,618
88
$3.24M 0.14%
64,788
+4,138
89
$3.22M 0.14%
33,292
-2,968
90
$3.13M 0.13%
36,505
+17,712
91
$3.03M 0.13%
38,269
-2,130
92
$2.95M 0.13%
9,279
+5,778
93
$2.94M 0.12%
9,714
-1,457
94
$2.91M 0.12%
63,876
+37,063
95
$2.91M 0.12%
27,451
+20,816
96
$2.83M 0.12%
276,792
+42,054
97
$2.82M 0.12%
91,076
-376,730
98
$2.81M 0.12%
73,830
+27,456
99
$2.78M 0.12%
9,749
-224
100
$2.73M 0.12%
20,373
+11,601
2 3
4
5 6