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
626
$386K 0.01%
2,762
+25
627
$385K 0.01%
3,093
-1,122
628
$384K 0.01%
6,995
+1,519
629
$384K 0.01%
1,606
+270
630
$384K 0.01%
+14,509
631
$383K 0.01%
1,675
+626
632
$383K 0.01%
20,399
+1,663
633
$382K 0.01%
+10,304
634
$382K 0.01%
34,144
+1,147
635
$381K 0.01%
1,576
-145
636
$380K 0.01%
9,892
+2,937
637
$380K 0.01%
18,184
+1,179
638
$379K 0.01%
8,377
+83
639
$379K 0.01%
+3,538
640
$379K 0.01%
+6,957
641
$378K 0.01%
22,458
642
$378K 0.01%
2,926
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643
$377K 0.01%
25,200
-6,581
644
$374K 0.01%
25,636
-3,125
645
$374K 0.01%
2,858
+138
646
$373K 0.01%
+2,965
647
$373K 0.01%
1,462
-413
648
$373K 0.01%
+9,481
649
$372K 0.01%
10,263
+3,239
650
$371K 0.01%
+4,177
24 25
26
27 28