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
251
$1.42M 0.02%
64,115
+30,625
252
$1.41M 0.02%
60,571
-62,067
253
$1.4M 0.02%
3,810
+124
254
$1.4M 0.02%
11,773
-3,726
255
$1.39M 0.02%
16,479
+1,907
256
$1.39M 0.02%
14,427
+1,644
257
$1.38M 0.02%
14,304
+190
258
$1.37M 0.02%
22,316
+2,132
259
$1.36M 0.02%
44,560
+5,060
260
$1.35M 0.02%
13,300
+257
261
$1.34M 0.02%
20,505
+1,376
262
$1.33M 0.02%
17,155
+489
263
$1.3M 0.02%
43,658
+3,161
264
$1.27M 0.02%
20,687
+7,020
265
$1.26M 0.02%
4,500
+589
266
$1.26M 0.02%
10,354
+837
267
$1.26M 0.02%
855
-10
268
$1.2M 0.02%
39,480
-1,495
269
$1.2M 0.02%
165,830
+1,446
270
$1.19M 0.02%
32,550
+4,113
271
$1.19M 0.02%
12,967
-76
272
$1.18M 0.02%
24,113
+4,194
273
$1.18M 0.02%
20,278
+1,333
274
$1.18M 0.02%
51,395
+24,778
275
$1.16M 0.02%
26,963
-1,041
9 10
11
12 13