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
$17B
AUM Growth
+$956M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$2.19B
2
+$559M
3
+$111M
4
AAPL icon
Apple
AAPL
+$85.1M
5
MSFT icon
Microsoft
MSFT
+$84.2M

Top Sells

1
+$158M
2
+$76.4M
3
+$60.6M
4
PG icon
Procter & Gamble
PG
+$24.7M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$22M

Sector Composition

1 Technology 15.16%
2 Financials 4.97%
3 Healthcare 3.8%
4 Consumer Discretionary 3.5%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26.4M 0.16%
97,024
+33,271
102
$26.2M 0.15%
272,052
+13,446
103
$26.1M 0.15%
513,029
-36,096
104
$25.7M 0.15%
245,903
+39,214
105
$25.6M 0.15%
415,078
+65,718
106
$25.6M 0.15%
275,987
-4,802
107
$25.4M 0.15%
151,682
+10,714
108
$25.2M 0.15%
67,983
+1,852
109
$24.6M 0.15%
52,344
+12,040
110
$24.6M 0.14%
78,625
+32,081
111
$24.6M 0.14%
185,373
+12,224
112
$24.5M 0.14%
121,660
+12,949
113
$24.4M 0.14%
90,543
+29,543
114
$23.9M 0.14%
1,034,209
+372,199
115
$23.6M 0.14%
95,010
+462
116
$23.6M 0.14%
239,004
+177,332
117
$23.1M 0.14%
932,386
+908,997
118
$22.9M 0.14%
393,098
-12,283
119
$22.9M 0.13%
190,887
-7,405
120
$22.3M 0.13%
256,742
+35,060
121
$22.3M 0.13%
168,172
+24,732
122
$22.2M 0.13%
275,137
-11,060
123
$22.1M 0.13%
528,771
+17,701
124
$21.2M 0.12%
67,860
+2,741
125
$21.2M 0.12%
180,119
+17,259
3 4
5
6 7