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
$297M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$22M
3
+$18.5M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$14.4M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$13.8M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 48.09%
2 Technology 3.12%
3 Healthcare 2.34%
4 Financials 1.89%
5 Industrials 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.37%
+18,241
27
$1.06M 0.36%
+8,965
28
$984K 0.33%
+8,363
29
$975K 0.33%
+15,750
30
$923K 0.31%
+39,065
31
$887K 0.3%
+20,197
32
$884K 0.3%
+5,899
33
$853K 0.29%
+5,411
34
$851K 0.29%
+48,255
35
$822K 0.28%
+5,797
36
$818K 0.28%
+31,669
37
$817K 0.28%
+10,007
38
$816K 0.27%
+11,242
39
$790K 0.27%
+18,746
40
$745K 0.25%
+13,033
41
$743K 0.25%
+6,871
42
$719K 0.24%
+4,722
43
$693K 0.23%
+6,609
44
$686K 0.23%
+34,347
45
$651K 0.22%
+4,878
46
$649K 0.22%
+6,260
47
$638K 0.21%
+11,789
48
$629K 0.21%
+3,046
49
$611K 0.21%
+6,406
50
$582K 0.2%
+21,452
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