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
401
$602K 0.01%
1,767
-16
402
$600K 0.01%
37,224
+30
403
$599K 0.01%
9,302
-110
404
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1,857
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405
$595K 0.01%
40,807
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406
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35,118
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407
$592K 0.01%
+12,000
408
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11,932
-197
409
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11,018
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410
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411
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6,989
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412
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1,757
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413
$579K 0.01%
4,267
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414
$577K 0.01%
3,147
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415
$575K 0.01%
8,418
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416
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12,201
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417
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418
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9,641
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419
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420
$570K 0.01%
6,527
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421
$565K 0.01%
12,455
-13
422
$547K 0.01%
10,232
+767
423
$545K 0.01%
6,447
-258
424
$541K 0.01%
+4,053
425
$539K 0.01%
+4,113
15 16
17
18 19