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
$297M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$22M
3
+$18.5M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$14.4M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$13.8M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 48.09%
2 Technology 3.12%
3 Healthcare 2.34%
4 Financials 1.89%
5 Industrials 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$579K 0.19%
+17,904
52
$578K 0.19%
+15,520
53
$577K 0.19%
+6,845
54
$559K 0.19%
+18,288
55
$554K 0.19%
+35,144
56
$516K 0.17%
+4,826
57
$508K 0.17%
+5,533
58
$505K 0.17%
+11,838
59
$502K 0.17%
+6,102
60
$493K 0.17%
+4,811
61
$478K 0.16%
+6,117
62
$477K 0.16%
+6,908
63
$444K 0.15%
+2,995
64
$441K 0.15%
+15,000
65
$437K 0.15%
+33,006
66
$427K 0.14%
+3,867
67
$425K 0.14%
+5,317
68
$417K 0.14%
+5,454
69
$413K 0.14%
+6,014
70
$408K 0.14%
+6,500
71
$407K 0.14%
+9,939
72
$406K 0.14%
+3,947
73
$405K 0.14%
+24,448
74
$404K 0.14%
+6,816
75
$402K 0.14%
+7,044
1 2
3
4 5