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
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