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
501
$381K 0.01%
12,075
+320
502
$380K 0.01%
5,303
-12,777
503
$380K 0.01%
20,435
504
$379K 0.01%
2,981
-13
505
$378K 0.01%
5,086
+170
506
$378K 0.01%
5,147
+388
507
$377K 0.01%
+7,646
508
$376K 0.01%
28,004
-6,171
509
$373K 0.01%
1,969
+57
510
$373K 0.01%
6,989
-1,517
511
$371K 0.01%
+4,363
512
$369K 0.01%
158
-96
513
$369K 0.01%
2,621
-791
514
$368K 0.01%
959
-3,641
515
$367K 0.01%
+18,000
516
$366K 0.01%
7,600
517
$364K 0.01%
1,888
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518
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519
$364K 0.01%
1,592
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520
$363K 0.01%
258
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521
$363K 0.01%
1,899
+193
522
$362K 0.01%
1,281
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523
$361K 0.01%
8,324
+1,217
524
$360K 0.01%
4,964
+102
525
$360K 0.01%
+5,575
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