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
276
$1.15M 0.02%
9,089
+1,772
277
$1.14M 0.02%
31,592
+19,152
278
$1.14M 0.02%
35,966
+2,004
279
$1.13M 0.02%
6,103
280
$1.13M 0.02%
+24,249
281
$1.12M 0.02%
10,357
+2,623
282
$1.12M 0.02%
20,584
+237
283
$1.12M 0.02%
21,501
+4,381
284
$1.12M 0.02%
23,223
285
$1.1M 0.02%
5,079
+43
286
$1.1M 0.02%
10,582
+862
287
$1.1M 0.02%
3,675
+1,402
288
$1.1M 0.02%
13,909
-6,024
289
$1.09M 0.02%
30,685
+571
290
$1.09M 0.02%
37,195
+4,367
291
$1.09M 0.02%
21,186
+672
292
$1.06M 0.02%
30,001
-40,002
293
$1.06M 0.02%
43,776
+9,126
294
$1.06M 0.02%
7,075
-800
295
$1.05M 0.02%
44,179
-756
296
$1.04M 0.02%
9,129
+191
297
$1.04M 0.02%
40,548
-269,996
298
$1.03M 0.02%
5,987
-147
299
$1.01M 0.02%
+10,416
300
$1M 0.02%
37,454
-23,856
10 11
12
13 14