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
1351
$19.8K ﹤0.01%
10,000
-10,000
1352
$19.3K ﹤0.01%
281
+197
1353
$18.7K ﹤0.01%
+15,300
1354
$16.4K ﹤0.01%
12,643
+643
1355
$11.8K ﹤0.01%
2,402
+1,185
1356
$10.6K ﹤0.01%
16,319
-835
1357
$8.36K ﹤0.01%
1,272
-816
1358
$8.24K ﹤0.01%
13,220
1359
$5.26K ﹤0.01%
+672
1360
$4.6K ﹤0.01%
513
-350
1361
$3.75K ﹤0.01%
+13,905
1362
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1363
– –
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1365
– –
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1366
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1367
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1368
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– –
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1371
– –
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1372
– –
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1373
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1374
– –
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1375
– –
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53 54
55
56 57