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
626
$259K 0.01%
11,895
+1,773
627
$258K 0.01%
+4,050
628
$258K 0.01%
15,000
-303
629
$258K 0.01%
17,651
+1,681
630
$258K 0.01%
3,752
+311
631
$257K 0.01%
10,066
632
$256K 0.01%
+3,225
633
$256K 0.01%
1,489
-34
634
$255K 0.01%
6,790
-1,200
635
$255K 0.01%
+55,284
636
$254K 0.01%
+12,818
637
$254K 0.01%
4,494
+14
638
$253K 0.01%
5,372
639
$253K 0.01%
3,011
-248
640
$253K 0.01%
+1,989
641
$252K 0.01%
+5,335
642
$251K 0.01%
4,906
-26
643
$251K 0.01%
27,280
+14,830
644
$249K 0.01%
3,478
+1
645
$247K 0.01%
1,022
-44
646
$245K 0.01%
847
+25
647
$245K 0.01%
2,311
+293
648
$245K 0.01%
+1,627
649
$245K 0.01%
7,690
650
$244K 0.01%
9,889
24 25
26
27 28