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
201
$2.75M 0.03%
24,592
+284
202
$2.74M 0.03%
16,637
+14,176
203
$2.7M 0.03%
24,539
+4,637
204
$2.69M 0.03%
58,001
-490
205
$2.67M 0.03%
122,164
-274
206
$2.67M 0.03%
28,187
+4,482
207
$2.63M 0.03%
27,948
+6,217
208
$2.58M 0.03%
17,330
+145
209
$2.52M 0.03%
68,567
+17,169
210
$2.49M 0.03%
5,994
+441
211
$2.48M 0.03%
48,834
+977
212
$2.47M 0.03%
15,219
+2,881
213
$2.46M 0.03%
134,162
+5,611
214
$2.46M 0.03%
37,089
-1,440
215
$2.45M 0.03%
50,972
+6,170
216
$2.45M 0.03%
58,242
+2,572
217
$2.43M 0.03%
9,737
+732
218
$2.42M 0.03%
18,577
-108,168
219
$2.39M 0.03%
29,420
+3,042
220
$2.38M 0.03%
31,410
+5,714
221
$2.36M 0.03%
155,219
+24,564
222
$2.36M 0.03%
6,443
-630
223
$2.33M 0.03%
9,376
-114
224
$2.3M 0.03%
28,186
+5,878
225
$2.23M 0.02%
5,126
+209
7 8
9
10 11