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
251
$1.75M 0.02%
59,216
-12,812
252
$1.74M 0.02%
5,459
+230
253
$1.73M 0.02%
30,352
+1,422
254
$1.73M 0.02%
43,690
-889
255
$1.72M 0.02%
21,293
+882
256
$1.72M 0.02%
7,568
+2,515
257
$1.72M 0.02%
72,672
+32
258
$1.71M 0.02%
18,754
+5,746
259
$1.71M 0.02%
15,776
+654
260
$1.69M 0.02%
40,640
-594
261
$1.63M 0.02%
35,235
-11,184
262
$1.61M 0.02%
6,202
+445
263
$1.6M 0.02%
11,860
+2,402
264
$1.6M 0.02%
6,373
+16
265
$1.6M 0.02%
+21,477
266
$1.58M 0.02%
23,370
+4,900
267
$1.57M 0.02%
56,420
+12,004
268
$1.57M 0.02%
27,745
+6,969
269
$1.57M 0.02%
13,998
+668
270
$1.55M 0.02%
18,063
+1,707
271
$1.55M 0.02%
4,367
-898
272
$1.54M 0.02%
9,776
-1,131
273
$1.53M 0.02%
8,134
-136
274
$1.52M 0.02%
6,396
-1,271
275
$1.51M 0.02%
37,526
+494
9 10
11
12 13