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
726
$64K ﹤0.01%
14,577
+1
727
$57K ﹤0.01%
+15,954
728
$53K ﹤0.01%
18,000
729
$44K ﹤0.01%
667
730
$44K ﹤0.01%
24,617
+3,078
731
$37K ﹤0.01%
10,100
732
$33K ﹤0.01%
13
-14
733
$23K ﹤0.01%
344
734
$11K ﹤0.01%
+10,000
735
$2K ﹤0.01%
10,000
736
– –
-9,000
737
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738
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739
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743
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746
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– –
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– –
-856
28 29
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