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
576
$301K 0.01%
+1,312
577
$299K 0.01%
14,258
578
$297K 0.01%
3,129
-269
579
$297K 0.01%
+18,089
580
$295K 0.01%
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581
$295K 0.01%
3,552
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582
$294K 0.01%
9,156
-1,896
583
$294K 0.01%
2,537
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584
$294K 0.01%
12,410
-1,720
585
$292K 0.01%
+7,306
586
$291K 0.01%
1,832
587
$289K 0.01%
+6,466
588
$289K 0.01%
3,975
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589
$289K 0.01%
1,927
+35
590
$289K 0.01%
64,000
-9,000
591
$288K 0.01%
3,635
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592
$287K ﹤0.01%
+9,195
593
$285K ﹤0.01%
+1,426
594
$285K ﹤0.01%
+15,530
595
$285K ﹤0.01%
21,321
-201
596
$283K ﹤0.01%
675
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597
$283K ﹤0.01%
897
-46
598
$283K ﹤0.01%
13,599
+637
599
$283K ﹤0.01%
7,765
+1,074
600
$282K ﹤0.01%
1,533
-337
22 23
24
25 26