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
376
$709K 0.02%
+3,857
377
$707K 0.02%
11,057
+127
378
$706K 0.02%
6,388
-185
379
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380
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13,580
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383
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8,816
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2,637
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34,288
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-149
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19,089
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395
$627K 0.02%
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396
$624K 0.02%
3,767
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397
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21,850
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$610K 0.02%
4,306
+1,265
399
$606K 0.02%
8,205
400
$604K 0.02%
1,438
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14 15
16
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