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
676
$339K ﹤0.01%
+7,162
677
$338K ﹤0.01%
+8,401
678
$338K ﹤0.01%
3,764
-213
679
$337K ﹤0.01%
1,557
+22
680
$337K ﹤0.01%
4,522
-601
681
$337K ﹤0.01%
2,085
+4
682
$336K ﹤0.01%
18,089
-100
683
$336K ﹤0.01%
5,014
684
$335K ﹤0.01%
1,197
-2,365
685
$334K ﹤0.01%
+12,969
686
$332K ﹤0.01%
4,960
-9
687
$332K ﹤0.01%
2,452
-177
688
$331K ﹤0.01%
+15,551
689
$330K ﹤0.01%
8,000
-2,000
690
$330K ﹤0.01%
4,810
-68,036
691
$329K ﹤0.01%
6,212
+751
692
$327K ﹤0.01%
+2,495
693
$326K ﹤0.01%
9,885
-605
694
$325K ﹤0.01%
+7,417
695
$325K ﹤0.01%
3,039
+60
696
$325K ﹤0.01%
17,384
697
$325K ﹤0.01%
9,346
-90,330
698
$324K ﹤0.01%
+32,071
699
$324K ﹤0.01%
3,904
-22
700
$322K ﹤0.01%
4,412
-165
26 27
28
29 30