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
151
$4.05M 0.05%
37,594
+1,462
152
$4.01M 0.04%
324,510
153
$4.01M 0.04%
13,952
+724
154
$3.96M 0.04%
30,377
-1,185
155
$3.95M 0.04%
50,717
+7,928
156
$3.95M 0.04%
14,457
+1,403
157
$3.95M 0.04%
26,011
+2,704
158
$3.91M 0.04%
67,700
-4,575
159
$3.83M 0.04%
189,260
+803
160
$3.73M 0.04%
74,304
-676
161
$3.69M 0.04%
8,261
-1,571
162
$3.69M 0.04%
82,774
+1,508
163
$3.54M 0.04%
60,042
+1,213
164
$3.51M 0.04%
17,378
+2,591
165
$3.49M 0.04%
139,621
-23
166
$3.45M 0.04%
38,358
-6,299
167
$3.41M 0.04%
31,485
+144
168
$3.38M 0.04%
15,180
-16
169
$3.38M 0.04%
86,716
+2,832
170
$3.34M 0.04%
17,466
-924
171
$3.3M 0.04%
15,762
-3,934
172
$3.29M 0.04%
17,591
+753
173
$3.28M 0.04%
45,228
+1,487
174
$3.27M 0.04%
+29,553
175
$3.27M 0.04%
26,262
+914
5 6
7
8 9