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
351
$1.01M 0.01%
38,265
-573
352
$1M 0.01%
32,039
+1,160
353
$998K 0.01%
35,965
-1
354
$993K 0.01%
17,520
-143
355
$988K 0.01%
5,343
+507
356
$983K 0.01%
8,641
+690
357
$976K 0.01%
7,371
-1,793
358
$974K 0.01%
1,459
+262
359
$967K 0.01%
4,345
+136
360
$962K 0.01%
9,107
-1,087
361
$961K 0.01%
86,790
-158,249
362
$944K 0.01%
9,630
+272
363
$944K 0.01%
4,443
-539
364
$939K 0.01%
61,064
-112,501
365
$938K 0.01%
+67,193
366
$935K 0.01%
52,034
+786
367
$935K 0.01%
19,047
-760
368
$933K 0.01%
2,748
+231
369
$909K 0.01%
15,677
-2,514
370
$907K 0.01%
2,486
-987
371
$894K 0.01%
31,623
-5,824
372
$893K 0.01%
15,507
+3,131
373
$890K 0.01%
60,214
-1,808
374
$886K 0.01%
3,316
-646
375
$884K 0.01%
13,365
+400
13 14
15
16 17