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
376
$882K 0.01%
12,740
-1,137
377
$881K 0.01%
13,298
+227
378
$880K 0.01%
8,647
+515
379
$874K 0.01%
15,276
-749
380
$869K 0.01%
4,322
-144
381
$868K 0.01%
7,182
-7,006
382
$867K 0.01%
8,245
-1,968
383
$860K 0.01%
23,223
-5
384
$855K 0.01%
4,640
+357
385
$855K 0.01%
25,606
-144
386
$851K 0.01%
16,019
+1,825
387
$851K 0.01%
5,375
-4,527
388
$843K 0.01%
2,056
+512
389
$839K 0.01%
7,038
+2,461
390
$839K 0.01%
37,539
391
$832K 0.01%
7,069
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392
$832K 0.01%
17,603
+29
393
$829K 0.01%
3,651
+244
394
$826K 0.01%
10,523
-4,135
395
$823K 0.01%
14,819
+828
396
$819K 0.01%
3,447
+1,540
397
$817K 0.01%
6,464
+217
398
$804K 0.01%
+7,058
399
$804K 0.01%
10,853
-48
400
$801K 0.01%
5,859
-1,153
14 15
16
17 18