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
526
$360K 0.01%
+2,038
527
$359K 0.01%
6,426
-2,838
528
$358K 0.01%
4,458
+330
529
$356K 0.01%
3,077
-4,251
530
$356K 0.01%
1,341
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531
$353K 0.01%
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532
$352K 0.01%
7,557
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$352K 0.01%
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534
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2,131
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535
$344K 0.01%
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536
$342K 0.01%
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537
$342K 0.01%
5,632
538
$342K 0.01%
1,653
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539
$340K 0.01%
2,645
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540
$340K 0.01%
8,061
541
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544
$336K 0.01%
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545
$334K 0.01%
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546
$332K 0.01%
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547
$330K 0.01%
+37,584
548
$329K 0.01%
1,973
-143
549
$325K 0.01%
+20,696
550
$324K 0.01%
20,060
+1,275
20 21
22
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