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
651
$244K ﹤0.01%
9,889
652
$243K ﹤0.01%
8,349
+55
653
$243K ﹤0.01%
+10,285
654
$242K ﹤0.01%
1,719
+62
655
$241K ﹤0.01%
1,921
-4,880
656
$240K ﹤0.01%
680
-19
657
$240K ﹤0.01%
3,341
+531
658
$239K ﹤0.01%
4,010
-96
659
$239K ﹤0.01%
14,373
-2,796
660
$238K ﹤0.01%
20,447
+6
661
$233K ﹤0.01%
4,000
-2,327
662
$232K ﹤0.01%
6,781
-6,694
663
$231K ﹤0.01%
1,450
664
$230K ﹤0.01%
4,546
-1,462
665
$230K ﹤0.01%
334
-119
666
$230K ﹤0.01%
+6,693
667
$229K ﹤0.01%
+17,312
668
$229K ﹤0.01%
9,339
669
$228K ﹤0.01%
22,337
-13,970
670
$227K ﹤0.01%
2,020
+327
671
$226K ﹤0.01%
11,745
672
$225K ﹤0.01%
2,897
-1,800
673
$224K ﹤0.01%
16,819
-3,340
674
$224K ﹤0.01%
55,651
675
$224K ﹤0.01%
22,949
25 26
27
28 29