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
126
$5.68M 0.06%
30,716
-1,206
127
$5.59M 0.06%
40,821
+494
128
$5.51M 0.06%
54,130
-4,687
129
$5.5M 0.06%
113,574
+44,424
130
$5.49M 0.06%
52,319
-4,846
131
$5.44M 0.06%
53,746
+5,779
132
$5.4M 0.06%
300,807
-9
133
$5.39M 0.06%
39,948
+1,930
134
$5.38M 0.06%
392,249
+290,260
135
$5.34M 0.06%
86,177
-7,490
136
$5.23M 0.06%
75,855
+3,860
137
$5.15M 0.06%
110,061
-575
138
$5.08M 0.06%
21,564
-1,361
139
$4.96M 0.06%
48,121
-3,260
140
$4.89M 0.05%
19,547
+2,644
141
$4.88M 0.05%
66,770
+16,545
142
$4.57M 0.05%
527,947
+387,665
143
$4.5M 0.05%
49,510
+1,257
144
$4.49M 0.05%
52,967
-2,904
145
$4.4M 0.05%
8,071
+814
146
$4.28M 0.05%
35,061
+33,286
147
$4.23M 0.05%
41,326
-52,117
148
$4.21M 0.05%
50,862
-35,430
149
$4.2M 0.05%
33,534
-39,639
150
$4.07M 0.05%
18,980
+419
4 5
6
7 8