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
51
$12.6M 0.22%
38,612
-9
52
$12.5M 0.22%
145,141
+141,978
53
$12.4M 0.21%
237,700
+30,450
54
$12.3M 0.21%
38,333
+96
55
$12.2M 0.21%
923,050
+275,469
56
$12M 0.21%
437,959
+62,661
57
$11.9M 0.21%
25,137
+4,301
58
$11.9M 0.21%
172,193
+28,043
59
$11.4M 0.2%
112,351
+48,990
60
$11.3M 0.2%
144,397
+21,722
61
$11M 0.19%
48,680
+39,722
62
$11M 0.19%
247,950
+21,313
63
$10.9M 0.19%
91,597
+6,547
64
$10.8M 0.19%
81,202
+665
65
$10.7M 0.19%
32,925
+5,550
66
$10.5M 0.18%
272,393
+80,102
67
$10.4M 0.18%
52,588
+35,420
68
$10.4M 0.18%
48,877
+1,862
69
$10.3M 0.18%
63,893
+8,624
70
$10.2M 0.18%
124,593
+1,104
71
$10.2M 0.18%
55,366
+13,800
72
$10.2M 0.18%
60,506
-90,480
73
$10.1M 0.17%
136,033
+15,111
74
$10.1M 0.17%
89,671
+422
75
$10.1M 0.17%
163,456
+2,026
1 2
3
4 5