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
301
$1.36M 0.02%
2,764
+728
302
$1.35M 0.02%
62,102
-63,712
303
$1.35M 0.02%
55,201
+4,343
304
$1.35M 0.02%
13,983
-2,283
305
$1.34M 0.02%
+50,548
306
$1.32M 0.01%
+155,511
307
$1.31M 0.01%
+6,593
308
$1.3M 0.01%
8,601
+106
309
$1.3M 0.01%
23,494
+7,883
310
$1.3M 0.01%
10,179
-79
311
$1.29M 0.01%
5,597
+163
312
$1.29M 0.01%
12,079
-1,227
313
$1.27M 0.01%
8,881
+3,913
314
$1.25M 0.01%
4,395
+130
315
$1.25M 0.01%
6,092
+87
316
$1.24M 0.01%
20,390
-4,718
317
$1.22M 0.01%
3,630
+36
318
$1.21M 0.01%
7,025
-74
319
$1.2M 0.01%
14,194
+4,541
320
$1.19M 0.01%
25,760
+96
321
$1.18M 0.01%
10,771
+3,917
322
$1.18M 0.01%
7,144
-378
323
$1.17M 0.01%
18,774
+77
324
$1.17M 0.01%
16,781
-11,719
325
$1.16M 0.01%
68,755
+2,466
11 12
13
14 15