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
651
$368K ﹤0.01%
3,565
+14
652
$366K ﹤0.01%
+18,959
653
$366K ﹤0.01%
19,072
+5,901
654
$366K ﹤0.01%
728
+29
655
$365K ﹤0.01%
4,337
+307
656
$365K ﹤0.01%
3,924
+692
657
$364K ﹤0.01%
+7,734
658
$363K ﹤0.01%
1,170
-58
659
$362K ﹤0.01%
2,654
+494
660
$361K ﹤0.01%
4,456
-2,596
661
$361K ﹤0.01%
+8,648
662
$360K ﹤0.01%
5,949
+1,523
663
$360K ﹤0.01%
4,552
+563
664
$356K ﹤0.01%
4,199
-584
665
$356K ﹤0.01%
7,729
-10,000
666
$355K ﹤0.01%
+9,368
667
$354K ﹤0.01%
+8,220
668
$353K ﹤0.01%
8,473
-2,253
669
$351K ﹤0.01%
3,190
+285
670
$348K ﹤0.01%
11,303
671
$347K ﹤0.01%
2,335
+22
672
$345K ﹤0.01%
+2,917
673
$343K ﹤0.01%
+7,648
674
$341K ﹤0.01%
+6,451
675
$340K ﹤0.01%
3,750
+627
25 26
27
28 29