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
76
$9.59M 0.21%
638,309
+22,097
77
$9.43M 0.21%
219,289
-29,209
78
$9.35M 0.21%
114,100
-2,926
79
$9.34M 0.21%
124,345
-99,071
80
$9.23M 0.21%
43,410
+5,878
81
$9.2M 0.21%
149,734
-3,061
82
$8.97M 0.2%
152,560
+5,626
83
$8.9M 0.2%
22,568
-413
84
$8.71M 0.19%
31,785
+3,737
85
$8.67M 0.19%
69,675
-3,245
86
$8.49M 0.19%
27,095
-573
87
$8.36M 0.19%
79,915
+7,561
88
$8.3M 0.19%
64,491
+11,270
89
$8.1M 0.18%
47,855
-16,275
90
$8.08M 0.18%
42,055
+17,499
91
$7.96M 0.18%
336,761
-12,464
92
$7.95M 0.18%
80,805
+12,019
93
$7.79M 0.17%
33,707
+14,450
94
$7.59M 0.17%
155,106
-500
95
$7.52M 0.17%
161,964
-46,548
96
$7.37M 0.16%
98,666
+13,387
97
$7.3M 0.16%
21,011
-1,133
98
$7.3M 0.16%
71,332
+3,152
99
$7.25M 0.16%
199,722
+17,870
100
$7.21M 0.16%
55,882
+10,067
2 3
4
5 6