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
851
$162K ﹤0.01%
+11,000
852
$140K ﹤0.01%
21,882
+382
853
$133K ﹤0.01%
18,300
854
$131K ﹤0.01%
+10,100
855
$120K ﹤0.01%
+12,349
856
$119K ﹤0.01%
+15,164
857
$96K ﹤0.01%
+52,749
858
$92K ﹤0.01%
+10,444
859
$87K ﹤0.01%
10,527
-93
860
$78K ﹤0.01%
14,870
-1,250
861
$68K ﹤0.01%
15,017
+315
862
$68K ﹤0.01%
12,329
-2,249
863
$66K ﹤0.01%
3,333
+2,666
864
$57K ﹤0.01%
10,100
865
$47K ﹤0.01%
6
866
$26K ﹤0.01%
667
867
$19K ﹤0.01%
12,000
868
$16K ﹤0.01%
5,450
869
$6K ﹤0.01%
344
870
– –
-3,981
871
– –
-2,019
872
– –
-3,699
873
– –
-3,318
874
– –
-2,526
875
– –
-2,387
33 34
35
36 37