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
101
$7.84M 0.09%
88,116
+4,465
102
$7.67M 0.09%
41,827
+423
103
$7.62M 0.09%
167,294
+19,799
104
$7.5M 0.08%
55,718
-972
105
$7.37M 0.08%
160,411
+41,056
106
$7.3M 0.08%
35,587
-3,231
107
$7.27M 0.08%
142,806
+23,626
108
$7.26M 0.08%
21,544
+2,010
109
$7.25M 0.08%
119,324
-84,260
110
$7.13M 0.08%
166,933
-6,295
111
$7.01M 0.08%
210,630
-810
112
$6.87M 0.08%
200,945
+35
113
$6.81M 0.08%
12,233
-2,123
114
$6.63M 0.07%
26,802
-2,327
115
$6.52M 0.07%
131,655
+18,010
116
$6.45M 0.07%
61,705
-4,995
117
$6.43M 0.07%
43,500
+450
118
$6.41M 0.07%
49,191
-8,722
119
$6.32M 0.07%
24,094
+1,844
120
$6.22M 0.07%
102,531
+8,617
121
$6.16M 0.07%
50,044
+7,912
122
$6.09M 0.07%
36,715
+1,347
123
$5.97M 0.07%
22,942
+1,836
124
$5.96M 0.07%
76,264
-1,625
125
$5.92M 0.07%
57,488
-4,443
3 4
5
6 7