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
151
$1.52M 0.06%
16,748
-1,233
152
$1.51M 0.06%
44,261
-32,688
153
$1.48M 0.06%
160,018
+1,034
154
$1.47M 0.06%
25,375
155
$1.46M 0.06%
69,695
+3,528
156
$1.45M 0.06%
10,103
-10
157
$1.41M 0.06%
33,407
-18,205
158
$1.4M 0.06%
39,585
+2,838
159
$1.39M 0.06%
17,652
-340
160
$1.39M 0.06%
25,701
+1,387
161
$1.38M 0.06%
15,864
-930
162
$1.35M 0.06%
17,699
-646
163
$1.33M 0.06%
16,498
-372
164
$1.33M 0.06%
14,257
-1,484
165
$1.33M 0.06%
11,631
-1,006
166
$1.32M 0.06%
11,417
-1,442
167
$1.32M 0.06%
10,214
-1,462
168
$1.31M 0.06%
16,365
-518
169
$1.3M 0.06%
26,655
+5,586
170
$1.3M 0.06%
6,423
-289
171
$1.3M 0.06%
28,406
+13,598
172
$1.29M 0.05%
32,992
+6,027
173
$1.28M 0.05%
12,879
+251
174
$1.25M 0.05%
78,580
+5,100
175
$1.24M 0.05%
52,170
-280
5 6
7
8 9