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
326
$904K 0.02%
10,192
+630
327
$893K 0.02%
12,358
+903
328
$890K 0.02%
4,082
-61
329
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17,169
-2
330
$870K 0.02%
9,582
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331
$861K 0.01%
13,666
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332
$855K 0.01%
3,604
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333
$851K 0.01%
7,096
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334
$844K 0.01%
+28,019
335
$837K 0.01%
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336
$833K 0.01%
38,618
+752
337
$832K 0.01%
3,478
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338
$824K 0.01%
67,242
-5,052
339
$821K 0.01%
14,371
+1,164
340
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8,811
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341
$818K 0.01%
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342
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343
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18,098
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344
$808K 0.01%
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345
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5,036
+1,096
346
$802K 0.01%
9,593
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347
$801K 0.01%
7,229
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348
$797K 0.01%
18,018
+1,337
349
$788K 0.01%
15,400
+5,560
350
$785K 0.01%
19,000
-1,000
12 13
14
15 16