Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$69.2M
2
+$61.7M
3
+$48.3M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$19.5M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$18.3M

Top Sells

1
+$58.1M
2
+$15.1M
3
+$11.1M
4
MPLX icon
MPLX
MPLX
+$6.63M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.67M

Sector Composition

1 Technology 14.75%
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%
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607
$276K 0.01%
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610
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614
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615
$268K 0.01%
4,113
-183,019
616
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621
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60,710
622
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+4,113
623
$263K 0.01%
796
-1,617
624
$263K 0.01%
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625
$262K 0.01%
2,811
23 24
25
26 27