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
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%
20,399
+1,663
632
$383K ﹤0.01%
1,675
+626
633
$382K ﹤0.01%
34,144
+1,147
634
$382K ﹤0.01%
+10,304
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
+815
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