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
76
$12.2M 0.14%
205,685
+59,579
77
$12.1M 0.14%
294,192
+22,707
78
$12M 0.13%
71,302
-761
79
$12M 0.13%
564,569
-13,520
80
$11.8M 0.13%
212,502
+18,938
81
$11.4M 0.13%
112,549
+13,536
82
$11.2M 0.12%
19,461
+703
83
$10.9M 0.12%
93,903
+50,469
84
$10.8M 0.12%
81,567
+6,335
85
$10.7M 0.12%
25,765
+5,042
86
$10.6M 0.12%
213,420
+8,208
87
$10.1M 0.11%
85,537
+12,902
88
$9.9M 0.11%
729,507
-12,768
89
$9.86M 0.11%
152,447
+22,981
90
$9.84M 0.11%
34,353
+4,500
91
$9.81M 0.11%
91,301
-60,153
92
$9.49M 0.11%
41,190
+4,205
93
$9.34M 0.1%
186,730
-7,495
94
$9.26M 0.1%
67,479
+9,230
95
$8.76M 0.1%
31,539
+1,121
96
$8.73M 0.1%
24,441
+1,709
97
$8.55M 0.1%
14,474
+3,888
98
$8.3M 0.09%
50,952
+13,428
99
$8.23M 0.09%
105,647
-5,544
100
$8.08M 0.09%
150,250
-147,140
2 3
4
5 6