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
126
$1.83M 0.08%
69,305
+4,139
127
$1.82M 0.08%
16,920
-1,408
128
$1.8M 0.08%
108,300
+8,150
129
$1.78M 0.08%
49,796
-4,994
130
$1.74M 0.07%
81,165
+6,108
131
$1.74M 0.07%
12,618
+149
132
$1.74M 0.07%
26,398
-4,208
133
$1.72M 0.07%
38,649
+6,660
134
$1.72M 0.07%
17,230
-743
135
$1.72M 0.07%
+131,400
136
$1.7M 0.07%
35,177
+4,366
137
$1.7M 0.07%
+11,983
138
$1.69M 0.07%
21,917
+2,827
139
$1.68M 0.07%
+38,151
140
$1.66M 0.07%
34,146
+13,144
141
$1.65M 0.07%
21,281
-1,549
142
$1.65M 0.07%
94,240
+14
143
$1.64M 0.07%
29,430
-8,754
144
$1.64M 0.07%
38,940
+4,896
145
$1.62M 0.07%
+21,267
146
$1.61M 0.07%
+53,540
147
$1.6M 0.07%
76,812
+4,256
148
$1.59M 0.07%
11,468
+51
149
$1.58M 0.07%
45,536
+7,504
150
$1.55M 0.07%
321,943
-62,673
4 5
6
7 8