Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
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
+$91.9M
2
+$76.7M
3
+$43.5M
4
AAPL icon
Apple
AAPL
+$30.5M
5
AMZN icon
Amazon
AMZN
+$26.1M

Top Sells

1
+$52.1M
2
+$45M
3
+$18.3M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$17.3M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$16.3M

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
101
$7.16M 0.1%
+164,801
102
$7.02M 0.1%
53,300
+6,534
103
$7.02M 0.1%
15,617
+3,488
104
$6.76M 0.09%
66,800
-4,041
105
$6.71M 0.09%
123,752
+118,973
106
$6.68M 0.09%
119,466
-1,852
107
$6.67M 0.09%
60,345
-1,152
108
$6.67M 0.09%
113,676
+50,057
109
$6.66M 0.09%
77,362
+14,646
110
$6.62M 0.09%
+31,439
111
$6.51M 0.09%
301,021
+278,652
112
$6.44M 0.09%
119,178
-21,492
113
$6.4M 0.09%
73,508
-15,072
114
$6.38M 0.09%
201,525
+162,450
115
$6.34M 0.09%
18,070
-223
116
$6.3M 0.09%
76,516
-598
117
$6.27M 0.09%
25,992
+12,524
118
$6.2M 0.09%
58,680
-1,155
119
$6.19M 0.09%
94,529
+69,956
120
$6.15M 0.09%
45,409
+4,352
121
$6.06M 0.08%
113,722
-25,247
122
$6.06M 0.08%
45,746
-20,987
123
$6.03M 0.08%
33,596
-25,556
124
$5.85M 0.08%
22,496
+7,537
125
$5.75M 0.08%
24,493
-560
3 4
5
6 7