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
426
$712K 0.01%
599
-32
427
$710K 0.01%
10,708
+1,352
428
$701K 0.01%
15,324
-73
429
$699K 0.01%
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$696K 0.01%
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431
$694K 0.01%
26,894
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432
$694K 0.01%
7,539
433
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27,908
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434
$689K 0.01%
22,490
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435
$688K 0.01%
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436
$687K 0.01%
2,870
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437
$687K 0.01%
5,037
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438
$687K 0.01%
7,155
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439
$684K 0.01%
23,536
+17,772
440
$683K 0.01%
36,126
-102,924
441
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$679K 0.01%
5,179
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445
$675K 0.01%
11,000
-6,000
446
$674K 0.01%
11,294
+2,344
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$673K 0.01%
10,563
+1,338
448
$670K 0.01%
8,734
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449
$668K 0.01%
9,785
+945
450
$667K 0.01%
30,670
16 17
18
19 20