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
776
$252K ﹤0.01%
1,450
777
$250K ﹤0.01%
7,691
-6,504
778
$248K ﹤0.01%
7,410
+115
779
$248K ﹤0.01%
9,964
-2,716
780
$247K ﹤0.01%
2,788
-58
781
$247K ﹤0.01%
2,247
-48
782
$247K ﹤0.01%
1,113
-17
783
$246K ﹤0.01%
3,516
-55
784
$246K ﹤0.01%
5,498
-331
785
$246K ﹤0.01%
7,063
+191
786
$245K ﹤0.01%
21,759
-601
787
$244K ﹤0.01%
3,172
+242
788
$242K ﹤0.01%
3,515
-348
789
$242K ﹤0.01%
4,154
+228
790
$242K ﹤0.01%
5,391
-19,070
791
$241K ﹤0.01%
4,115
+44
792
$240K ﹤0.01%
4,631
+95
793
$240K ﹤0.01%
+4,114
794
$239K ﹤0.01%
8,334
795
$238K ﹤0.01%
3,008
+9
796
$238K ﹤0.01%
+433
797
$237K ﹤0.01%
+3,755
798
$237K ﹤0.01%
1,106
-121
799
$237K ﹤0.01%
60,710
800
$236K ﹤0.01%
1,361
-166
30 31
32
33 34