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
501
$570K 0.01%
27,297
-1,258
502
$570K 0.01%
6,361
+2,367
503
$568K 0.01%
+15,709
504
$567K 0.01%
1,201
-7
505
$563K 0.01%
8,859
506
$563K 0.01%
9,937
+250
507
$561K 0.01%
2,541
-78
508
$559K 0.01%
1,153
+64
509
$556K 0.01%
+16,868
510
$553K 0.01%
1,186
-226
511
$553K 0.01%
3,659
+1,265
512
$551K 0.01%
26,188
-311
513
$549K 0.01%
1,260
+48
514
$548K 0.01%
3,113
515
$547K 0.01%
+4,482
516
$546K 0.01%
1,060
+524
517
$546K 0.01%
24,174
518
$541K 0.01%
12,280
-4,136
519
$536K 0.01%
3,453
520
$534K 0.01%
1,750
+345
521
$530K 0.01%
3,473
+1,065
522
$525K 0.01%
6,219
+573
523
$523K 0.01%
9,614
-421
524
$522K 0.01%
14,639
-473
525
$522K 0.01%
+3,908
19 20
21
22 23