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
701
$322K 0.01%
4,412
-165
702
$321K 0.01%
8,040
+16
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5,790
+1,034
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708
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3,389
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710
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711
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6,292
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1,779
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713
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+2,633
714
$311K 0.01%
1,702
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715
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10,686
-1,079
716
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1,988
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416
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720
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721
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5,343
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722
$305K 0.01%
6,848
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723
$304K 0.01%
+2,326
724
$303K 0.01%
2,138
+38
725
$303K 0.01%
733
-33
27 28
29
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