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
176
$3.24M 0.05%
78,413
+6,158
177
$3.23M 0.05%
56,835
+3,799
178
$3.22M 0.05%
157,745
-114,861
179
$3.21M 0.04%
21,529
+3,570
180
$3.2M 0.04%
112,555
+21,636
181
$3.19M 0.04%
63,360
+17,930
182
$3.18M 0.04%
173,604
-12,222
183
$3.16M 0.04%
14,888
+3,020
184
$3.11M 0.04%
66,977
-4,949
185
$3.09M 0.04%
245,111
-17,110
186
$3.06M 0.04%
+160,118
187
$2.98M 0.04%
15,528
+4,498
188
$2.98M 0.04%
29,345
-26,298
189
$2.96M 0.04%
3,533
+715
190
$2.96M 0.04%
16,258
+3,066
191
$2.95M 0.04%
22,686
-2,635
192
$2.92M 0.04%
17,454
-2,590
193
$2.88M 0.04%
21,240
+2,180
194
$2.82M 0.04%
59,325
-6,440
195
$2.79M 0.04%
74,291
-9,476
196
$2.78M 0.04%
175,794
-16,354
197
$2.76M 0.04%
65,028
+13,165
198
$2.73M 0.04%
9,760
+27
199
$2.73M 0.04%
22,861
+4,813
200
$2.71M 0.04%
45,773
+10,785
6 7
8
9 10