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
176
$3.24M 0.04%
6,603
+1,472
177
$3.23M 0.04%
4,234
+376
178
$3.23M 0.04%
153,992
+18,052
179
$3.23M 0.04%
25,748
+89
180
$3.21M 0.04%
74,634
+3,703
181
$3.19M 0.04%
36,492
+3,630
182
$3.18M 0.04%
16,330
+735
183
$3.17M 0.04%
13,130
+378
184
$3.09M 0.03%
68,472
-8,773
185
$3.08M 0.03%
49,058
+13,865
186
$3.06M 0.03%
171,494
-117,805
187
$3.06M 0.03%
47,998
+7,014
188
$3.05M 0.03%
15,571
+953
189
$3.04M 0.03%
16,854
+632
190
$3.04M 0.03%
56,685
+2,085
191
$3.02M 0.03%
240,823
+55,929
192
$2.99M 0.03%
68,095
+11,619
193
$2.92M 0.03%
16,597
+2,538
194
$2.92M 0.03%
76,138
+5,121
195
$2.91M 0.03%
16,934
-8,111
196
$2.89M 0.03%
136,931
+25,410
197
$2.88M 0.03%
38,033
-625
198
$2.79M 0.03%
135,956
+3,693
199
$2.79M 0.03%
16,781
+126
200
$2.78M 0.03%
33,835
+4,252
6 7
8
9 10