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
301
$1M 0.02%
+38,846
302
$1M 0.02%
13,392
+1,691
303
$996K 0.02%
7,656
-972
304
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305
$988K 0.02%
11,081
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306
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15,140
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307
$978K 0.02%
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308
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310
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311
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8,879
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312
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38,838
+1,533
313
$951K 0.02%
23,452
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314
$948K 0.02%
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315
$948K 0.02%
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7,197
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$925K 0.02%
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$924K 0.02%
10,117
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323
$915K 0.02%
2,449
-109
324
$911K 0.02%
25,821
-2,013
325
$906K 0.02%
5,947
-1,587
11 12
13
14 15