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
801
$234K ﹤0.01%
429
-84
802
$233K ﹤0.01%
4,250
-510
803
$233K ﹤0.01%
2,343
-441
804
$232K ﹤0.01%
2,000
+24
805
$230K ﹤0.01%
+9,413
806
$229K ﹤0.01%
4,578
-200
807
$229K ﹤0.01%
3,297
-39
808
$229K ﹤0.01%
19,251
+3,111
809
$228K ﹤0.01%
+4,517
810
$228K ﹤0.01%
29,359
-5,330
811
$228K ﹤0.01%
+829
812
$227K ﹤0.01%
4,534
-363
813
$226K ﹤0.01%
4,500
814
$226K ﹤0.01%
2,954
-1,174
815
$226K ﹤0.01%
4,318
816
$224K ﹤0.01%
1,683
+49
817
$222K ﹤0.01%
+1,405
818
$219K ﹤0.01%
3,910
-10
819
$218K ﹤0.01%
+6,900
820
$218K ﹤0.01%
670
+104
821
$217K ﹤0.01%
9,889
822
$217K ﹤0.01%
3,427
-236
823
$217K ﹤0.01%
2,032
-685
824
$216K ﹤0.01%
8,320
+4
825
$216K ﹤0.01%
+4,968
31 32
33
34 35