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
26
$31.7M 0.35%
1,346,987
+218,941
27
$29.5M 0.33%
132,805
+10,868
28
$28.6M 0.32%
374,287
+27,248
29
$28.2M 0.31%
174,108
+15,177
30
$26.4M 0.29%
88,130
+4,210
31
$25.7M 0.29%
338,385
+266,558
32
$25.2M 0.28%
184,992
+29,825
33
$24.6M 0.27%
53,964
+20,184
34
$24M 0.27%
740,336
+62,153
35
$23.2M 0.26%
138,626
+18,079
36
$23.1M 0.26%
145,551
+22,772
37
$22.9M 0.26%
149,880
+1,778
38
$22.2M 0.25%
459,904
+50,914
39
$22.1M 0.25%
196,624
+20,685
40
$21.4M 0.24%
60,677
+8,594
41
$21.3M 0.24%
1,016,010
+15,585
42
$20.2M 0.22%
158,828
+8,040
43
$19.3M 0.22%
126,456
+26,241
44
$18.9M 0.21%
395,098
+79,794
45
$18.9M 0.21%
88,993
+8,169
46
$18.3M 0.2%
59,932
+3,140
47
$18.2M 0.2%
110,411
-8,015
48
$18.2M 0.2%
85,885
+18,376
49
$18M 0.2%
473,081
+307,949
50
$18M 0.2%
215,846
+21,434
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