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
276
$1.49M 0.02%
7,265
+170
277
$1.49M 0.02%
13,680
-2,030
278
$1.49M 0.02%
13,762
+119
279
$1.48M 0.02%
14,734
+306
280
$1.46M 0.02%
22,730
+5,743
281
$1.46M 0.02%
51,179
-2,384
282
$1.45M 0.02%
32,456
+10,186
283
$1.45M 0.02%
33,069
+10,371
284
$1.45M 0.02%
16,641
-387
285
$1.45M 0.02%
11,280
+242
286
$1.43M 0.02%
19,250
+1,501
287
$1.42M 0.02%
18,875
+1,366
288
$1.42M 0.02%
113,463
289
$1.42M 0.02%
39,315
+6,183
290
$1.41M 0.02%
16,662
-1,519
291
$1.41M 0.02%
14,190
-6,681
292
$1.39M 0.02%
30,038
-10,356
293
$1.38M 0.02%
67,669
294
$1.38M 0.02%
17,513
295
$1.37M 0.02%
7,429
+107
296
$1.37M 0.02%
3,366
-277
297
$1.37M 0.02%
11,428
+159
298
$1.37M 0.02%
17,510
-1,248
299
$1.36M 0.02%
15,213
+944
300
$1.36M 0.02%
20,433
-25,651
10 11
12
13 14