Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$247M
2
+$102M
3
+$65.5M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$20.1M
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$11.6M

Top Sells

1
+$79M
2
+$53.3M
3
+$47.7M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$15.4M
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
576
$423K 0.01%
8,539
-979
577
$423K 0.01%
+5,504
578
$423K 0.01%
15,659
-393
579
$423K 0.01%
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580
$422K 0.01%
5,051
-96
581
$421K 0.01%
+6,632
582
$420K 0.01%
5,296
-601
583
$419K 0.01%
+6,596
584
$418K 0.01%
+7,410
585
$418K 0.01%
3,569
-1,509
586
$416K 0.01%
2,786
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587
$414K 0.01%
+8,340
588
$413K 0.01%
9,329
+2,235
589
$413K 0.01%
+14,000
590
$412K 0.01%
8,008
-3,588
591
$411K 0.01%
+29,095
592
$410K 0.01%
4,379
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593
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594
$409K 0.01%
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595
$409K 0.01%
21,000
+6,000
596
$409K 0.01%
4,786
-2,159
597
$409K 0.01%
+4,748
598
$408K 0.01%
4,304
+12
599
$408K 0.01%
+58,784
600
$404K 0.01%
21,680
22 23
24
25 26