Lido Advisors Portfolio holdings
AUM
$19.1B
1-Year Return
10.87%
This Quarter Return
+3.47%
1 Year Return
+10.87%
3 Year Return
+39.58%
5 Year Return
+65.07%
10 Year Return
–
AUM
$3.43B
AUM Growth
+$458M
(+15%)
Cap. Flow
+$325M
Cap. Flow
% of AUM
9.48%
Top 10 Holdings %
Top 10 Hldgs %
37.94%
Holding
802
New
93
Increased
351
Reduced
241
Closed
65
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$71.3M |
| 2 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
+$61.6M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
+$50.7M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$20.7M |
| 5 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
+$18.3M |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$58.5M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$15.2M |
| 3 |
Charles Schwab
SCHW
|
+$11.9M |
| 4 |
MPLX
MPLX
|
+$6.92M |
| 5 |
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% |
