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
76
$9.75M 0.17%
235,055
+30,595
77
$9.7M 0.17%
221,064
-1,999
78
$9.63M 0.17%
57,296
+6,660
79
$9.61M 0.17%
24,145
+1,817
80
$9.41M 0.16%
349,747
+194,389
81
$9.3M 0.16%
179,832
+38,545
82
$9.01M 0.16%
198,147
-42,291
83
$8.72M 0.15%
44,642
+4,437
84
$8.7M 0.15%
135,931
+16,533
85
$8.7M 0.15%
34,956
+5,170
86
$8.6M 0.15%
237,444
+49,579
87
$8.48M 0.15%
66,538
+7,273
88
$8.34M 0.14%
22,879
+1,066
89
$8.02M 0.14%
105,721
+15,330
90
$7.82M 0.13%
140,145
+24,280
91
$7.65M 0.13%
15,304
-3,614
92
$7.38M 0.13%
126,935
-65,763
93
$7.34M 0.13%
20,620
+2,278
94
$7.18M 0.12%
65,614
+1,314
95
$6.84M 0.12%
48,729
+6,682
96
$6.8M 0.12%
453,398
+23,186
97
$6.8M 0.12%
66,713
+6,943
98
$6.77M 0.12%
52,761
-4,026
99
$6.75M 0.12%
63,897
+1,031
100
$6.47M 0.11%
49,269
+45,106
2 3
4
5 6