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
326
$1.16M 0.01%
3,856
-134
327
$1.15M 0.01%
23,456
+672
328
$1.15M 0.01%
21,495
+2,496
329
$1.15M 0.01%
9,575
-161
330
$1.14M 0.01%
7,092
-48
331
$1.14M 0.01%
6,056
-384
332
$1.14M 0.01%
5,333
+2,183
333
$1.14M 0.01%
4,021
+45
334
$1.14M 0.01%
+30,043
335
$1.13M 0.01%
16,703
+652
336
$1.13M 0.01%
119,058
+32,391
337
$1.12M 0.01%
11,497
+418
338
$1.1M 0.01%
5,297
-753
339
$1.08M 0.01%
+133,946
340
$1.07M 0.01%
10,661
-796
341
$1.07M 0.01%
6,276
-7,605
342
$1.06M 0.01%
25,760
+17,073
343
$1.06M 0.01%
4,055
+712
344
$1.06M 0.01%
2,572
+62
345
$1.05M 0.01%
40,864
+1,673
346
$1.04M 0.01%
53,390
+2,377
347
$1.03M 0.01%
12,919
-751
348
$1.01M 0.01%
26,028
+16
349
$1.01M 0.01%
39,936
-1,572
350
$1.01M 0.01%
15,832
+3,944
12 13
14
15 16