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
776
– –
-1,792
777
– –
-7,329
778
– –
-339
779
– –
-739
780
– –
-2,500
781
– –
-1,370
782
– –
-4,583
783
– –
-19,914
784
– –
-1,448
785
– –
-30,000
786
– –
-70,042
787
– –
-1,420
788
– –
-18,000
789
– –
-1,055
790
– –
-3,837
791
– –
-96,047
792
– –
-5,249
793
– –
-1,190
794
– –
-245,643
795
– –
-17,500
796
– –
-24,459
797
– –
-128,510
798
– –
-24,997
799
– –
-146,206
800
– –
-500,000
29 30 31
32
33