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
126
$212K 0.07%
+2,817
127
$211K 0.07%
+3,361
128
$210K 0.07%
+2,802
129
$209K 0.07%
+2,955
130
$207K 0.07%
+27
131
$206K 0.07%
+4,435
132
$185K 0.06%
+10,906
133
$183K 0.06%
+15,222
134
$168K 0.06%
+11,387
135
$167K 0.06%
+25,501
136
$152K 0.05%
+20,968
137
$126K 0.04%
+5,310
138
$110K 0.04%
+2,500
139
$109K 0.04%
+16,155
140
$87K 0.03%
+5,776
141
$86K 0.03%
+1
142
$85K 0.03%
+266
143
$79K 0.03%
+1,250
144
$70K 0.02%
+10,000
145
$59K 0.02%
+3,530
146
$38K 0.01%
+6
2 3 4 5
6