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
201
$2.71M 0.04%
51,470
+18,045
202
$2.7M 0.04%
40,288
+9,602
203
$2.7M 0.04%
127,288
+11,635
204
$2.67M 0.04%
43,162
+15,742
205
$2.63M 0.04%
86,001
-65,754
206
$2.63M 0.04%
67,195
-316
207
$2.63M 0.04%
17,586
+2,387
208
$2.6M 0.04%
12,815
+456
209
$2.53M 0.04%
167,269
-20,262
210
$2.53M 0.04%
14,105
+1,053
211
$2.5M 0.04%
39,097
-574
212
$2.5M 0.03%
19,914
+8,081
213
$2.5M 0.03%
103,792
+59,667
214
$2.48M 0.03%
12,668
+1,871
215
$2.48M 0.03%
67,848
+13,267
216
$2.45M 0.03%
34,958
+8,279
217
$2.45M 0.03%
125,951
+12,939
218
$2.42M 0.03%
16,387
+972
219
$2.4M 0.03%
123,309
-12,071
220
$2.39M 0.03%
18,417
+2,334
221
$2.38M 0.03%
33,606
+2,887
222
$2.35M 0.03%
113,463
223
$2.35M 0.03%
24,086
+5,167
224
$2.33M 0.03%
4,854
225
$2.33M 0.03%
26,590
-1,098
7 8
9
10 11