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
26
$21.5M 0.37%
273,977
+126,709
27
$21.4M 0.37%
292,521
+20,706
28
$21.2M 0.37%
208,345
+96,260
29
$20.8M 0.36%
499,560
-12,029
30
$20.1M 0.35%
195,300
-57,440
31
$20M 0.34%
335,030
+24,110
32
$19M 0.33%
140,579
+12,977
33
$18.9M 0.33%
121,804
-2,552
34
$18.1M 0.31%
136,161
-341
35
$17.8M 0.31%
172,160
-2,080
36
$16.8M 0.29%
198,255
+7,838
37
$16.8M 0.29%
52,464
+7,088
38
$16.4M 0.28%
64,196
+23,842
39
$16.2M 0.28%
839,828
40
$15.8M 0.27%
1,181,680
+3,560
41
$15.4M 0.27%
195,275
+6,395
42
$14.9M 0.26%
41,535
-1,801
43
$14.6M 0.25%
329,953
-9,824
44
$14.5M 0.25%
567,165
+232,119
45
$14.2M 0.25%
131,293
+21,394
46
$13.4M 0.23%
63,342
+16,429
47
$13.3M 0.23%
93,853
+14,750
48
$13.1M 0.23%
177,105
+11,049
49
$12.7M 0.22%
61,652
+5,578
50
$12.7M 0.22%
95,593
+13,539
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