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
176
$1.24M 0.05%
6,854
-170
177
$1.2M 0.05%
3,184
-691
178
$1.19M 0.05%
63,130
+2,910
179
$1.18M 0.05%
21,109
-1,359
180
$1.18M 0.05%
12,772
-1,654
181
$1.17M 0.05%
2,650
-148
182
$1.15M 0.05%
14,325
+965
183
$1.15M 0.05%
88,694
+18,258
184
$1.15M 0.05%
15,806
-385
185
$1.14M 0.05%
45,330
-2,231
186
$1.13M 0.05%
+14,459
187
$1.12M 0.05%
28,540
+1,909
188
$1.12M 0.05%
18,898
+2,645
189
$1.11M 0.05%
10,420
+7,582
190
$1.09M 0.05%
31,970
+2,125
191
$1.09M 0.05%
15,241
-2,662
192
$1.07M 0.05%
3,162
-669
193
$1.07M 0.05%
52,049
-2,791
194
$1.07M 0.05%
72,679
+2,018
195
$1.03M 0.04%
3,594
+182
196
$1.02M 0.04%
9,084
+427
197
$1.02M 0.04%
11,415
-2,403
198
$1.01M 0.04%
10,245
+454
199
$1.01M 0.04%
6,844
-4,169
200
$1.01M 0.04%
12,476
-179
6 7
8
9 10