Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
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
+$91.9M
2
+$76.7M
3
+$43.5M
4
AAPL icon
Apple
AAPL
+$30.5M
5
AMZN icon
Amazon
AMZN
+$26.1M

Top Sells

1
+$52.1M
2
+$45M
3
+$18.3M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$17.3M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$16.3M

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
151
$4.47M 0.06%
27,627
+4,574
152
$4.46M 0.06%
91,194
+3,062
153
$4.42M 0.06%
84,292
-713
154
$4.39M 0.06%
34,240
+4,766
155
$4.29M 0.06%
77,840
-2,745
156
$4.28M 0.06%
83,327
+8,129
157
$4.1M 0.06%
47,204
+17,301
158
$4M 0.06%
30,325
-29,140
159
$3.96M 0.06%
197,270
+31,556
160
$3.93M 0.05%
39,028
-28,115
161
$3.79M 0.05%
34,702
+3,649
162
$3.76M 0.05%
11,745
+3,962
163
$3.75M 0.05%
12,937
+6
164
$3.74M 0.05%
18,086
+2,648
165
$3.73M 0.05%
+73,971
166
$3.71M 0.05%
73,086
+23,256
167
$3.65M 0.05%
16,586
-1,318
168
$3.52M 0.05%
80,960
+2,420
169
$3.46M 0.05%
20,647
+3,427
170
$3.45M 0.05%
45,630
+30,458
171
$3.4M 0.05%
127,437
-14,386
172
$3.38M 0.05%
139,453
+45,546
173
$3.38M 0.05%
9,380
+66
174
$3.35M 0.05%
32,905
+24,305
175
$3.27M 0.05%
125,958
+113,130
5 6
7
8 9