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
726
$300K 0.01%
3,929
+425
727
$297K 0.01%
1,192
+128
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$296K 0.01%
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729
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6,336
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731
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8,872
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$290K 0.01%
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$288K 0.01%
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734
$288K 0.01%
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735
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736
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4,190
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737
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738
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739
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2,075
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31,500
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$276K 0.01%
495
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$271K 0.01%
+7,503
750
$269K 0.01%
7,464
28 29
30
31 32