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
601
$404K ﹤0.01%
+8,811
602
$404K ﹤0.01%
3,981
-638
603
$403K ﹤0.01%
+11,606
604
$402K ﹤0.01%
15,216
-1,824
605
$401K ﹤0.01%
171
+75
606
$398K ﹤0.01%
4,794
+447
607
$396K ﹤0.01%
+3,867
608
$395K ﹤0.01%
+12,233
609
$395K ﹤0.01%
16,298
+4,864
610
$395K ﹤0.01%
2,393
-12
611
$394K ﹤0.01%
3,330
-2,395
612
$393K ﹤0.01%
+4,461
613
$393K ﹤0.01%
3,884
614
$392K ﹤0.01%
+42,471
615
$392K ﹤0.01%
+5,066
616
$392K ﹤0.01%
+4,072
617
$392K ﹤0.01%
+4,820
618
$392K ﹤0.01%
+73,044
619
$391K ﹤0.01%
+6,167
620
$389K ﹤0.01%
+4,140
621
$389K ﹤0.01%
+4,308
622
$388K ﹤0.01%
+5,592
623
$387K ﹤0.01%
8,256
+268
624
$387K ﹤0.01%
10,083
+4,222
625
$386K ﹤0.01%
+6,078
23 24
25
26 27