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
451
$667K 0.01%
32,040
-1,628
452
$664K 0.01%
22,980
+1,260
453
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34,278
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455
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456
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4,699
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457
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21,085
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459
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460
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3,156
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461
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5,989
-2,209
462
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1,321
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463
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8,372
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464
$635K 0.01%
26,312
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465
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466
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468
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4,231
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3,363
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470
$628K 0.01%
3,148
-100
471
$627K 0.01%
6,303
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472
$627K 0.01%
2,713
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473
$624K 0.01%
455
474
$624K 0.01%
2,454
+1,384
475
$618K 0.01%
2,489
-513
17 18
19
20 21