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
201
$1.01M 0.04%
51,315
+3,260
202
$1M 0.04%
40,248
-2,870
203
$985K 0.04%
+31,379
204
$977K 0.04%
2,239
+45
205
$970K 0.04%
33,987
+3,509
206
$968K 0.04%
20,070
+9,494
207
$946K 0.04%
6,036
-2,484
208
$943K 0.04%
6,665
-1,045
209
$937K 0.04%
13,652
+754
210
$932K 0.04%
83,264
+50,464
211
$928K 0.04%
8,398
-4,132
212
$920K 0.04%
4,732
-284
213
$910K 0.04%
9,413
+702
214
$910K 0.04%
161,600
+77,100
215
$900K 0.04%
6,381
-5,542
216
$899K 0.04%
31,235
+3,760
217
$891K 0.04%
27,985
+9,612
218
$887K 0.04%
9,302
-334
219
$884K 0.04%
7,159
-222
220
$878K 0.04%
17,590
-8,357
221
$871K 0.04%
3,300
+167
222
$860K 0.04%
4,972
+513
223
$858K 0.04%
38,442
+1,887
224
$854K 0.04%
19,267
+1,420
225
$853K 0.04%
6,443
+5,294
7 8
9
10 11