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
101
$2.72M 0.12%
61,468
-3,614
102
$2.63M 0.11%
9,264
+337
103
$2.58M 0.11%
117,189
-11,126
104
$2.57M 0.11%
67,628
+462
105
$2.48M 0.11%
54,432
+33,591
106
$2.45M 0.1%
41,473
-3,318
107
$2.39M 0.1%
240,298
+167,288
108
$2.36M 0.1%
20,625
-4,506
109
$2.34M 0.1%
12,338
+10,924
110
$2.34M 0.1%
28,237
+20,554
111
$2.31M 0.1%
20,026
-4,673
112
$2.31M 0.1%
9,555
+1,476
113
$2.3M 0.1%
15,982
+10,508
114
$2.25M 0.1%
37,404
+1,268
115
$2.17M 0.09%
32,060
+11,071
116
$2.17M 0.09%
131,409
+29,136
117
$2.15M 0.09%
51,100
-2,485
118
$2.14M 0.09%
42,500
119
$2.11M 0.09%
13,657
+11,619
120
$1.96M 0.08%
34,301
+13,015
121
$1.87M 0.08%
24,978
-4,348
122
$1.86M 0.08%
31,392
-2,648
123
$1.86M 0.08%
12,335
+1,189
124
$1.86M 0.08%
141,218
+6,992
125
$1.86M 0.08%
+12,305
3 4
5
6 7