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
826
$215K ﹤0.01%
3,372
-260
827
$214K ﹤0.01%
3,524
+30
828
$213K ﹤0.01%
998
+180
829
$213K ﹤0.01%
3,950
+380
830
$212K ﹤0.01%
+937
831
$212K ﹤0.01%
4,280
832
$210K ﹤0.01%
743
-62
833
$209K ﹤0.01%
+6,914
834
$206K ﹤0.01%
6,911
+486
835
$205K ﹤0.01%
9,364
-1
836
$204K ﹤0.01%
+1,793
837
$203K ﹤0.01%
+1,313
838
$201K ﹤0.01%
35,308
+16,576
839
$200K ﹤0.01%
4,216
-927
840
$197K ﹤0.01%
10,395
+169
841
$192K ﹤0.01%
16,711
842
$188K ﹤0.01%
12,359
843
$187K ﹤0.01%
13,026
844
$186K ﹤0.01%
13,991
+1,807
845
$185K ﹤0.01%
32,239
846
$184K ﹤0.01%
21,946
-30
847
$180K ﹤0.01%
+15,836
848
$179K ﹤0.01%
+13,637
849
$176K ﹤0.01%
16,044
-3,463
850
$173K ﹤0.01%
+12,052
32 33
34
35 36