Lido Advisors Portfolio holdings
AUM
$19.1B
1-Year Return
10.87%
This Quarter Return
+6.3%
1 Year Return
+10.87%
3 Year Return
+39.58%
5 Year Return
+65.07%
10 Year Return
–
AUM
$2.33B
AUM Growth
+$279M
(+14%)
Cap. Flow
+$116M
Cap. Flow
% of AUM
4.96%
Top 10 Holdings %
Top 10 Hldgs %
41.88%
Holding
616
New
91
Increased
247
Reduced
176
Closed
53
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$27.3M |
| 2 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
$24.2M |
| 3 |
eXp World Holdings
EXPI
|
$14.7M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$12.9M |
| 5 |
Netflix
NFLX
|
$7.41M |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$17.4M |
| 2 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
$8.68M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$7.81M |
| 4 |
Target
TGT
|
$6.66M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.93M |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Consumer Discretionary | 5.17% |
| 3 | Healthcare | 4.77% |
| 4 | Consumer Staples | 4.51% |
| 5 | Communication Services | 3.92% |
