Lido Advisors Portfolio holdings
AUM
$19.1B
This Quarter Return
-7.93%
1 Year Return
+10.87%
3 Year Return
+39.58%
5 Year Return
+65.07%
10 Year Return
–
AUM
$4.68B
AUM Growth
+$4.68B
(-11%)
Cap. Flow
+$260M
Cap. Flow
% of AUM
5.56%
Top 10 Holdings %
Top 10 Hldgs %
48.84%
Holding
972
New
101
Increased
336
Reduced
322
Closed
158
Top Buys
| 1 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$413M |
| 2 |
Amazon
AMZN
|
$54.2M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$25.6M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$19.8M |
| 5 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$13.7M |
Top Sells
Sector Composition
| 1 | Technology | 12.9% |
| 2 | Healthcare | 4.57% |
| 3 | Financials | 3.72% |
| 4 | Consumer Discretionary | 3.64% |
| 5 | Consumer Staples | 3.56% |
