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
401
$791K 0.01%
5,991
+1,220
402
$789K 0.01%
12,944
+4,177
403
$789K 0.01%
6,149
+313
404
$785K 0.01%
7,514
+80
405
$777K 0.01%
5,890
+2,568
406
$772K 0.01%
3,759
+1
407
$772K 0.01%
3,205
+1,907
408
$769K 0.01%
11,214
-519
409
$769K 0.01%
11,174
+495
410
$768K 0.01%
1,969
-2,719
411
$767K 0.01%
64,938
-122,174
412
$767K 0.01%
13,811
+810
413
$764K 0.01%
4,438
+1,187
414
$757K 0.01%
9,245
+316
415
$757K 0.01%
28,019
416
$755K 0.01%
23,625
-101
417
$749K 0.01%
2,483
-452
418
$738K 0.01%
3,535
+1,617
419
$736K 0.01%
5,756
+532
420
$731K 0.01%
14,451
-1,661
421
$729K 0.01%
9,101
-608
422
$724K 0.01%
15,870
+9,960
423
$723K 0.01%
8,261
+2,000
424
$723K 0.01%
53,376
-48
425
$720K 0.01%
20,732
+3,276
15 16
17
18 19