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
$8.93B
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1
+$251M
2
+$46.2M
3
+$32.5M
4
MSFT icon
Microsoft
MSFT
+$22.2M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$21.8M

Top Sells

1
+$64.6M
2
+$33.3M
3
+$28.8M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$22.8M
5
AMZN icon
Amazon
AMZN
+$18.4M

Sector Composition

1 Technology 12.61%
2 Healthcare 4.07%
3 Financials 3.73%
4 Consumer Discretionary 3.63%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1.76K ﹤0.01%
+1,861
1027
– –
-360
1028
– –
-3,243
1029
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-3,537
1030
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-5,466
1031
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-57,675
1032
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-10,291
1033
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-6,643
1034
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-7,948
1035
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-33,573
1036
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-237,324
1037
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-3,144
1038
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-17,296
1039
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-3,227
1040
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-2,176
1041
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-4,769
1042
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-7,374
1043
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-5,095
1044
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-21,158
1045
– –
-8,577
1046
– –
-16,390
1047
– –
-61,460
1048
– –
-8,536
1049
– –
-18,779
1050
– –
-8,350
40 41
42
43 44