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
601
$281K ﹤0.01%
2,050
+49
602
$281K ﹤0.01%
+990
603
$280K ﹤0.01%
15,860
604
$280K ﹤0.01%
5,515
-235
605
$280K ﹤0.01%
+5,172
606
$279K ﹤0.01%
2,145
+65
607
$276K ﹤0.01%
2,416
+443
608
$273K ﹤0.01%
2,439
-4,465
609
$272K ﹤0.01%
2,103
+47
610
$272K ﹤0.01%
1,776
+137
611
$271K ﹤0.01%
1,761
+409
612
$271K ﹤0.01%
6,968
-718
613
$269K ﹤0.01%
4,016
+807
614
$268K ﹤0.01%
+1,448
615
$268K ﹤0.01%
4,113
-183,019
616
$265K ﹤0.01%
6,797
617
$265K ﹤0.01%
34,440
+2,318
618
$265K ﹤0.01%
9,899
+421
619
$265K ﹤0.01%
4,750
-69
620
$264K ﹤0.01%
4,500
621
$264K ﹤0.01%
60,710
622
$263K ﹤0.01%
+4,113
623
$263K ﹤0.01%
796
-1,617
624
$263K ﹤0.01%
+957
625
$262K ﹤0.01%
2,811
23 24
25
26 27