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
$5.26B
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$103M
3
+$66.5M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$20.2M
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$11.7M

Top Sells

1
+$80.3M
2
+$52.9M
3
+$47.5M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$15.1M
5
IBM icon
IBM
IBM
+$14.1M

Sector Composition

1 Technology 15.37%
2 Consumer Discretionary 4.75%
3 Healthcare 4.43%
4 Financials 3.81%
5 Consumer Staples 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.23M 0.02%
12,453
+154
227
$2.17M 0.02%
35,427
+6,196
228
$2.17M 0.02%
94,697
+2,536
229
$2.16M 0.02%
13,394
+1,204
230
$2.11M 0.02%
6,077
+3,411
231
$2.1M 0.02%
104,785
232
$2.1M 0.02%
16,835
+3,387
233
$2.09M 0.02%
15,864
-18,597
234
$2.06M 0.02%
55,700
+3,897
235
$2.05M 0.02%
97,138
+10,143
236
$2.02M 0.02%
4,583
-958
237
$2.01M 0.02%
6,183
+4,216
238
$1.96M 0.02%
106,874
+1,292
239
$1.96M 0.02%
68,669
+2,654
240
$1.94M 0.02%
17,501
+271
241
$1.93M 0.02%
11,945
+103
242
$1.92M 0.02%
52,732
-66,676
243
$1.86M 0.02%
28,343
+693
244
$1.84M 0.02%
103,332
+22,590
245
$1.83M 0.02%
6,495
+281
246
$1.82M 0.02%
35,256
+5,044
247
$1.82M 0.02%
18,194
+1,499
248
$1.8M 0.02%
17,550
+736
249
$1.79M 0.02%
20,364
-5,410
250
$1.79M 0.02%
16,302
-1,893
8 9
10
11 12