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
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
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$337K 0.01%
2,085
+4
682
$336K 0.01%
18,089
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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
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$327K 0.01%
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$326K 0.01%
9,885
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694
$325K 0.01%
+7,417
695
$325K 0.01%
3,039
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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%
+2,371
26 27
28
29 30