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
526
$520K 0.01%
5,201
+302
527
$520K 0.01%
15,370
+1,765
528
$517K 0.01%
+3,730
529
$513K 0.01%
9,523
-1,719
530
$510K 0.01%
5,388
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531
$505K 0.01%
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532
$501K 0.01%
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533
$497K 0.01%
5,503
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534
$497K 0.01%
6,030
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535
$496K 0.01%
+11,486
536
$495K 0.01%
13,425
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537
$492K 0.01%
10,408
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538
$492K 0.01%
+13,731
539
$492K 0.01%
+11,537
540
$488K 0.01%
5,563
-250
541
$488K 0.01%
2,345
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$487K 0.01%
10,794
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543
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8,371
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545
$480K 0.01%
12,427
-7,854
546
$477K 0.01%
5,524
-1,501
547
$475K 0.01%
+13,220
548
$474K 0.01%
3,588
+412
549
$474K 0.01%
16,550
+2,530
550
$474K 0.01%
12,900
20 21
22
23 24