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
$297M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$22M
3
+$18.5M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$14.4M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$13.8M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 48.09%
2 Technology 3.12%
3 Healthcare 2.34%
4 Financials 1.89%
5 Industrials 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$400K 0.13%
+7,800
77
$398K 0.13%
+6,000
78
$398K 0.13%
+13,400
79
$386K 0.13%
+1,470
80
$383K 0.13%
+3,050
81
$381K 0.13%
+4,037
82
$374K 0.13%
+2,822
83
$365K 0.12%
+16,500
84
$364K 0.12%
+7,113
85
$363K 0.12%
+10,375
86
$362K 0.12%
+6,708
87
$356K 0.12%
+900
88
$352K 0.12%
+6,999
89
$342K 0.12%
+4,751
90
$340K 0.11%
+12,075
91
$328K 0.11%
+2,877
92
$323K 0.11%
+3,446
93
$320K 0.11%
+9,208
94
$303K 0.1%
+3,500
95
$298K 0.1%
+9,000
96
$297K 0.1%
+3,007
97
$296K 0.1%
+6,600
98
$293K 0.1%
+1,094
99
$287K 0.1%
+11,000
100
$286K 0.1%
+5,871
2 3
4
5 6