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
576
$423K ﹤0.01%
8,539
-979
577
$423K ﹤0.01%
+5,504
578
$423K ﹤0.01%
15,659
-393
579
$423K ﹤0.01%
+4,529
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
+46
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
+214
593
$409K ﹤0.01%
+9,197
594
$409K ﹤0.01%
+13,800
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