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
101
$285K 0.1%
+10,146
102
$276K 0.09%
+3,800
103
$276K 0.09%
+11,192
104
$272K 0.09%
+2,440
105
$272K 0.09%
+4,432
106
$271K 0.09%
+4,411
107
$267K 0.09%
+3,700
108
$266K 0.09%
+2,230
109
$262K 0.09%
+15,860
110
$259K 0.09%
+20,608
111
$258K 0.09%
+8,181
112
$257K 0.09%
+3,794
113
$256K 0.09%
+4,556
114
$256K 0.09%
+5,250
115
$255K 0.09%
+2,234
116
$255K 0.09%
+18,000
117
$252K 0.08%
+2,281
118
$251K 0.08%
+1,131
119
$248K 0.08%
+1,783
120
$244K 0.08%
+2,831
121
$241K 0.08%
+5,130
122
$234K 0.08%
+6,300
123
$227K 0.08%
+25,219
124
$225K 0.08%
+2,717
125
$216K 0.07%
+5,500
2 3 4
5
6