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
101
$6.43M 0.11%
73,300
-3,575
102
$6.13M 0.11%
60,877
-8,582
103
$6.1M 0.11%
229,907
+74,354
104
$5.95M 0.1%
49,675
+8,077
105
$5.93M 0.1%
47,337
+15,456
106
$5.92M 0.1%
24,356
-898
107
$5.87M 0.1%
83,661
+20,357
108
$5.86M 0.1%
55,876
+22,858
109
$5.7M 0.1%
69,122
-568
110
$5.56M 0.1%
23,430
-482
111
$5.44M 0.09%
53,137
+25,654
112
$5.44M 0.09%
100,551
+20,145
113
$5.39M 0.09%
175,895
-31,253
114
$5.34M 0.09%
40,628
+11,110
115
$5.31M 0.09%
+56,188
116
$5.22M 0.09%
228,218
+85,623
117
$5.14M 0.09%
42,773
+21,384
118
$5.04M 0.09%
14,250
+8,417
119
$4.92M 0.08%
26,020
-70
120
$4.88M 0.08%
304,608
-2,058
121
$4.84M 0.08%
49,189
+1,263
122
$4.84M 0.08%
+145,084
123
$4.83M 0.08%
100,327
+37,790
124
$4.82M 0.08%
39,591
+12,445
125
$4.76M 0.08%
146,463
3 4
5
6 7