Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$69.2M
2
+$61.7M
3
+$48.3M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$19.5M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$18.3M

Top Sells

1
+$58.1M
2
+$15.1M
3
+$11.1M
4
MPLX icon
MPLX
MPLX
+$6.63M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.67M

Sector Composition

1 Technology 14.75%
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
351
$782K 0.02%
2,551
+801
352
$778K 0.02%
6,491
-57
353
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+4,278
354
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3,324
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355
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+2
356
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44,313
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357
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3,755
-3,413
358
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50,041
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359
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10,000
360
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26,884
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16,432
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2,607
-23
363
$740K 0.02%
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-241
364
$736K 0.02%
31,446
-597
365
$731K 0.02%
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366
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6,686
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369
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3,614
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370
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43,445
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371
$718K 0.02%
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372
$718K 0.02%
33,020
+520
373
$717K 0.02%
9,228
+5,883
374
$717K 0.02%
2,934
-332
375
$711K 0.02%
7,744
+2,594
13 14
15
16 17