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
701
$206K 0.01%
+1,857
702
$206K 0.01%
+3,552
703
$205K 0.01%
+1,003
704
$205K 0.01%
3,343
-677
705
$204K 0.01%
+1,386
706
$203K 0.01%
12,789
-370
707
$202K 0.01%
+1,746
708
$202K 0.01%
33,239
709
$202K 0.01%
+2,047
710
$202K 0.01%
+1,525
711
$200K 0.01%
+6,275
712
$197K 0.01%
17,112
713
$192K 0.01%
18,300
-275
714
$189K 0.01%
16,181
-258
715
$189K 0.01%
16,796
+17
716
$186K 0.01%
12,359
717
$183K 0.01%
11,000
-8,100
718
$176K 0.01%
+10,318
719
$174K 0.01%
11,417
720
$171K 0.01%
10,090
-687
721
$156K ﹤0.01%
15,845
722
$153K ﹤0.01%
41,040
723
$151K ﹤0.01%
+15,164
724
$133K ﹤0.01%
+33,928
725
$96K ﹤0.01%
14,870
27 28
29
30 31