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
$3.43B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$71.3M
2
+$61.6M
3
+$50.7M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$20.7M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$18.3M

Top Sells

1
+$58.5M
2
+$15.2M
3
+$11.9M
4
MPLX icon
MPLX
MPLX
+$6.92M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.92M

Sector Composition

1 Technology 14.76%
2 Consumer Discretionary 5.65%
3 Healthcare 4.94%
4 Communication Services 4.47%
5 Financials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.7M 0.03%
30,507
-6,238
227
$1.67M 0.03%
34,663
+1,868
228
$1.66M 0.03%
22,852
+3,303
229
$1.66M 0.03%
18,486
-6,132
230
$1.65M 0.03%
6,147
+238
231
$1.62M 0.03%
26,093
+425
232
$1.61M 0.03%
4,368
-364
233
$1.61M 0.03%
7,960
+252
234
$1.61M 0.03%
24,347
+404
235
$1.61M 0.03%
7,312
+582
236
$1.6M 0.03%
19,978
-735
237
$1.59M 0.03%
4,231
-148
238
$1.58M 0.03%
10,764
-12,533
239
$1.57M 0.03%
14,170
+212
240
$1.56M 0.03%
29,905
-1,090
241
$1.55M 0.03%
26,427
+1,596
242
$1.54M 0.03%
16,516
+1,589
243
$1.53M 0.03%
10,923
+5,416
244
$1.52M 0.03%
13,101
-1,123
245
$1.5M 0.03%
14,927
+1,183
246
$1.49M 0.03%
15,595
+1,252
247
$1.47M 0.03%
50,396
-729
248
$1.47M 0.03%
19,587
+2,163
249
$1.47M 0.03%
9,744
+5,602
250
$1.44M 0.02%
6,238
+393
8 9
10
11 12