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
676
$223K ﹤0.01%
3,597
-1,587
677
$223K ﹤0.01%
+1,017
678
$222K ﹤0.01%
3,818
-367
679
$222K ﹤0.01%
+840
680
$220K ﹤0.01%
12,778
681
$220K ﹤0.01%
9,166
682
$219K ﹤0.01%
1,715
+32
683
$219K ﹤0.01%
6,465
-315
684
$219K ﹤0.01%
15,666
-1,832
685
$218K ﹤0.01%
4,398
-1,072
686
$218K ﹤0.01%
+4,351
687
$216K ﹤0.01%
+8,084
688
$216K ﹤0.01%
+6,100
689
$215K ﹤0.01%
5,560
-12
690
$214K ﹤0.01%
13,216
-24
691
$212K ﹤0.01%
3,168
-62
692
$212K ﹤0.01%
+2,324
693
$211K ﹤0.01%
+3,719
694
$211K ﹤0.01%
+5,554
695
$211K ﹤0.01%
4,302
-5
696
$211K ﹤0.01%
+1,559
697
$210K ﹤0.01%
+309
698
$210K ﹤0.01%
+6,653
699
$210K ﹤0.01%
3,285
-437
700
$206K ﹤0.01%
+2,940
26 27
28
29 30