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
751
$269K ﹤0.01%
14,004
+51
752
$268K ﹤0.01%
2,247
+354
753
$268K ﹤0.01%
6,358
+667
754
$266K ﹤0.01%
33,740
-2,724
755
$265K ﹤0.01%
7,743
-41
756
$265K ﹤0.01%
3,377
+154
757
$265K ﹤0.01%
2,208
-855
758
$265K ﹤0.01%
1,109
-33
759
$265K ﹤0.01%
+19,000
760
$261K ﹤0.01%
+3,132
761
$260K ﹤0.01%
1,075
+62
762
$260K ﹤0.01%
+1,317
763
$259K ﹤0.01%
5,888
+480
764
$259K ﹤0.01%
2,238
765
$259K ﹤0.01%
4,859
-557
766
$259K ﹤0.01%
+41,180
767
$258K ﹤0.01%
+3,072
768
$257K ﹤0.01%
2,324
-507
769
$257K ﹤0.01%
5,677
-238
770
$255K ﹤0.01%
18,415
+299
771
$254K ﹤0.01%
4,050
772
$254K ﹤0.01%
2,523
+127
773
$253K ﹤0.01%
2,555
-1
774
$252K ﹤0.01%
+1,839
775
$252K ﹤0.01%
2,155
+100
29 30
31
32 33