Lido Advisors Portfolio holdings
AUM
$19.1B
1-Year Return
10.87%
This Quarter Return
-0.04%
1 Year Return
+10.87%
3 Year Return
+39.58%
5 Year Return
+65.07%
10 Year Return
–
AUM
$4.47B
AUM Growth
+$374M
(+9.1%)
Cap. Flow
+$395M
Cap. Flow
% of AUM
8.83%
Top 10 Holdings %
Top 10 Hldgs %
41.63%
Holding
925
New
133
Increased
429
Reduced
228
Closed
75
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$91.9M |
| 2 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
$76.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$43.5M |
| 4 |
Apple
AAPL
|
$30.5M |
| 5 |
Amazon
AMZN
|
$26.1M |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$52.1M |
| 2 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
$45M |
| 3 |
TUEM
Tuesday Morning Corp
TUEM
|
$18.3M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$17.3M |
| 5 |
Materials Select Sector SPDR Fund
XLB
|
$16.3M |
Sector Composition
| 1 | Technology | 15.14% |
| 2 | Consumer Discretionary | 5.84% |
| 3 | Communication Services | 4.63% |
| 4 | Healthcare | 4.08% |
| 5 | Financials | 3.79% |
