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
51
$17.5M 0.19%
839,570
52
$17.2M 0.19%
156,890
+10,632
53
$17M 0.19%
453,640
+43,050
54
$16.7M 0.19%
73,238
+2,268
55
$16.6M 0.19%
50,352
+1,177
56
$16.3M 0.18%
211,243
+14,007
57
$16.1M 0.18%
72,543
-5,876
58
$15.9M 0.18%
216,493
-6,183
59
$15.8M 0.18%
34,838
-494
60
$15.8M 0.18%
117,252
-6,826
61
$15.7M 0.17%
143,084
+1,034
62
$15.6M 0.17%
37,448
-532
63
$15.4M 0.17%
308,587
-3,440
64
$15.4M 0.17%
186,217
+21,675
65
$15.3M 0.17%
308,576
+10,346
66
$15.1M 0.17%
75,283
+5,181
67
$14.1M 0.16%
271,918
+33,693
68
$13.9M 0.15%
220,310
+84,290
69
$13.8M 0.15%
177,503
-10,630
70
$13.2M 0.15%
343,730
-393,866
71
$12.9M 0.14%
124,003
+7,887
72
$12.6M 0.14%
114,171
+10,776
73
$12.5M 0.14%
152,622
+25,857
74
$12.5M 0.14%
104,827
+11,430
75
$12.2M 0.14%
153,809
-24,881
1 2
3
4 5