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
701
$322K ﹤0.01%
+2,371
702
$321K ﹤0.01%
8,040
+16
703
$321K ﹤0.01%
5,790
+1,034
704
$319K ﹤0.01%
2,022
-561
705
$319K ﹤0.01%
3,836
706
$318K ﹤0.01%
156
-171
707
$318K ﹤0.01%
+8,036
708
$318K ﹤0.01%
8,240
709
$317K ﹤0.01%
3,389
+22
710
$314K ﹤0.01%
7,690
711
$312K ﹤0.01%
6,292
-2,676
712
$311K ﹤0.01%
1,779
+1
713
$311K ﹤0.01%
+2,633
714
$311K ﹤0.01%
1,702
-108
715
$310K ﹤0.01%
10,686
-1,079
716
$309K ﹤0.01%
1,988
-354
717
$309K ﹤0.01%
5,632
718
$309K ﹤0.01%
+7,809
719
$308K ﹤0.01%
416
+51
720
$308K ﹤0.01%
+2,610
721
$306K ﹤0.01%
5,343
+6
722
$305K ﹤0.01%
6,848
-876
723
$304K ﹤0.01%
+2,326
724
$303K ﹤0.01%
2,138
+38
725
$303K ﹤0.01%
733
-33
27 28
29
30 31