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
476
$432K 0.01%
2,142
-25
477
$432K 0.01%
2,775
-1,587
478
$431K 0.01%
13,105
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479
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1,867
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480
$425K 0.01%
15,830
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481
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2,887
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482
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+5,774
483
$413K 0.01%
8,562
-1,455
484
$411K 0.01%
+2,481
485
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3,254
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486
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5,061
-1,213
487
$406K 0.01%
837
-161
488
$406K 0.01%
4,353
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489
$403K 0.01%
1,364
490
$400K 0.01%
11,265
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491
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495
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3,349
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496
$387K 0.01%
4,888
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497
$385K 0.01%
1,559
-247
498
$384K 0.01%
1,736
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499
$383K 0.01%
+2,028
500
$382K 0.01%
1,778
-193
18 19
20
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