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
726
$300K ﹤0.01%
3,929
+425
727
$297K ﹤0.01%
1,192
+128
728
$296K ﹤0.01%
1,898
729
$296K ﹤0.01%
+4,921
730
$292K ﹤0.01%
6,336
-10,216
731
$290K ﹤0.01%
8,872
-8,149
732
$290K ﹤0.01%
3,936
-14
733
$288K ﹤0.01%
34,831
+3,655
734
$288K ﹤0.01%
6,750
+23
735
$287K ﹤0.01%
2,173
-462
736
$286K ﹤0.01%
4,190
-33
737
$286K ﹤0.01%
859
+48
738
$285K ﹤0.01%
4,716
+556
739
$283K ﹤0.01%
2,075
+264
740
$281K ﹤0.01%
9,918
-477
741
$281K ﹤0.01%
+5,193
742
$281K ﹤0.01%
5,963
-2,165
743
$281K ﹤0.01%
706
+7
744
$280K ﹤0.01%
20,555
-38,153
745
$277K ﹤0.01%
1,679
-418
746
$277K ﹤0.01%
9,857
-13,992
747
$276K ﹤0.01%
31,500
748
$276K ﹤0.01%
495
-380
749
$271K ﹤0.01%
+7,503
750
$269K ﹤0.01%
7,464
28 29
30
31 32