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
476
$616K 0.01%
6,184
+747
477
$616K 0.01%
883
+228
478
$613K 0.01%
16,275
+1,480
479
$613K 0.01%
6,566
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480
$611K 0.01%
6,763
-20
481
$609K 0.01%
8,798
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482
$602K 0.01%
3,843
-42
483
$596K 0.01%
9,372
+1,885
484
$595K 0.01%
17,418
-219
485
$594K 0.01%
38,708
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486
$593K 0.01%
20,414
-5,317
487
$589K 0.01%
+15,192
488
$587K 0.01%
29,944
+2,573
489
$587K 0.01%
+11,909
490
$584K 0.01%
8,628
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491
$583K 0.01%
6,691
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8,299
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493
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15,559
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494
$580K 0.01%
9,891
-1,883
495
$580K 0.01%
14,573
-19,334
496
$579K 0.01%
175,102
+2,923
497
$573K 0.01%
5,825
+350
498
$572K 0.01%
2,185
+144
499
$572K 0.01%
2,734
-118
500
$572K 0.01%
4,401
+296
18 19
20
21 22