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
551
$467K 0.01%
4,703
-1,775
552
$462K 0.01%
4,604
+746
553
$462K 0.01%
19,446
+429
554
$461K 0.01%
10,110
+726
555
$458K 0.01%
6,303
+492
556
$458K 0.01%
3,588
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557
$456K 0.01%
4,986
-279
558
$447K 0.01%
14,668
-29,129
559
$447K 0.01%
7,164
+162
560
$444K ﹤0.01%
24,794
561
$444K ﹤0.01%
11,604
+292
562
$438K ﹤0.01%
4,395
-952
563
$438K ﹤0.01%
17,774
-4,573
564
$436K ﹤0.01%
2,483
-793
565
$436K ﹤0.01%
14,550
566
$433K ﹤0.01%
5,180
-302
567
$433K ﹤0.01%
+6,291
568
$432K ﹤0.01%
7,900
-3,100
569
$431K ﹤0.01%
957
+225
570
$427K ﹤0.01%
7,057
-2,527
571
$426K ﹤0.01%
1,568
-331
572
$426K ﹤0.01%
2,192
+255
573
$425K ﹤0.01%
+7,751
574
$424K ﹤0.01%
12,000
575
$423K ﹤0.01%
+5,605
21 22
23
24 25