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
$4.47B
AUM Growth
+$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$94.8M
2
+$76.9M
3
+$44.8M
4
AAPL icon
Apple
AAPL
+$31.7M
5
AMZN icon
Amazon
AMZN
+$27.4M

Top Sells

1
+$53.4M
2
+$45.1M
3
+$18.3M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$18.2M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$17.1M

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
126
$5.73M 0.13%
22,471
-572
127
$5.68M 0.13%
117,250
+25,010
128
$5.64M 0.13%
36,055
+14,012
129
$5.55M 0.12%
47,011
-8,729
130
$5.54M 0.12%
56,236
-892
131
$5.39M 0.12%
67,555
+14,845
132
$5.31M 0.12%
38,321
-187
133
$5.24M 0.12%
53,538
-177,205
134
$5.21M 0.12%
300,804
+126
135
$5.16M 0.12%
40,544
+1,405
136
$5.14M 0.11%
74,634
+67,109
137
$5.1M 0.11%
45,481
+12,563
138
$5.07M 0.11%
6,963
+191
139
$5.06M 0.11%
18,752
-426
140
$4.89M 0.11%
+48,660
141
$4.88M 0.11%
41,312
+3,691
142
$4.86M 0.11%
8,502
+1,198
143
$4.81M 0.11%
56,771
+7,664
144
$4.76M 0.11%
21,782
-500
145
$4.69M 0.1%
187,590
-46,365
146
$4.68M 0.1%
19,372
-438
147
$4.64M 0.1%
59,061
+11,550
148
$4.6M 0.1%
136,519
-12,850
149
$4.56M 0.1%
117,394
+374
150
$4.51M 0.1%
50,882
+4,481
4 5
6
7 8