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
451
$476K 0.01%
7,156
-394
452
$473K 0.01%
2,335
+20
453
$471K 0.01%
5,184
-3,547
454
$468K 0.01%
6,072
+393
455
$468K 0.01%
6,097
+6
456
$467K 0.01%
9,012
-576
457
$467K 0.01%
+3,258
458
$463K 0.01%
401
-10
459
$463K 0.01%
3,416
-5,223
460
$461K 0.01%
17,613
-3,681
461
$461K 0.01%
2,576
+1
462
$460K 0.01%
1,469
+751
463
$455K 0.01%
960
+411
464
$454K 0.01%
16,820
+490
465
$452K 0.01%
7,439
+720
466
$452K 0.01%
3,352
+516
467
$451K 0.01%
2,472
-4,467
468
$450K 0.01%
6,280
+175
469
$449K 0.01%
1,733
-1,607
470
$448K 0.01%
4,753
-6
471
$447K 0.01%
5,120
-100
472
$438K 0.01%
4,895
-12
473
$437K 0.01%
+3,056
474
$436K 0.01%
2,301
+489
475
$433K 0.01%
11,407
+2,208
17 18
19
20 21