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
$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
Industrial Select Sector SPDR Fund
XLI
+$17.3M
5
XLB icon
Materials Select Sector SPDR Fund
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
1
$462M 6.46%
1,077,477
+101,481
2
$275M 3.84%
1,942,407
+215,419
3
$259M 3.62%
11,948,103
+3,541,559
4
$234M 3.27%
10,860,703
-2,089,194
5
$155M 2.17%
2,103,195
+1,243,204
6
$139M 1.94%
1,171,246
+26,156
7
$115M 1.61%
408,156
+54,893
8
$80.5M 1.12%
490,020
+159,000
9
$71.5M 1%
890,154
+166,010
10
$70.8M 0.99%
1,109,718
+95,173
11
$70.3M 0.98%
483,512
-358,465
12
$67.7M 0.95%
1,261,672
+294,904
13
$57.1M 0.8%
1,069,044
+295,770
14
$53.3M 0.74%
166,579
+12
15
$50.5M 0.71%
972,716
+187,128
16
$46.2M 0.65%
1,014,975
+23,399
17
$45.6M 0.64%
340,780
+128,100
18
$42.4M 0.59%
2,044,780
+315,460
19
$38M 0.53%
111,988
+21,567
20
$36.5M 0.51%
141,255
+12,753
21
$33.3M 0.46%
205,920
+5,575
22
$32.7M 0.46%
1,552,860
-344,135
23
$29.4M 0.41%
782,097
+12,385
24
$27.9M 0.39%
666,150
+27,437
25
$27.1M 0.38%
682,474
-68,860
1
2 3 4 5