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
126
$4.76M 0.08%
40,760
+389
127
$4.66M 0.08%
52,516
+11,375
128
$4.64M 0.08%
50,610
+4,159
129
$4.58M 0.08%
7,416
-11
130
$4.56M 0.08%
246,619
-25,695
131
$4.52M 0.08%
117,676
-3,213
132
$4.52M 0.08%
32,229
+4,488
133
$4.44M 0.08%
20,089
+850
134
$4.33M 0.07%
58,630
-1,082
135
$4.29M 0.07%
12,178
+2,643
136
$4.23M 0.07%
83,825
-3,065
137
$4.18M 0.07%
18,726
-11,507
138
$4.13M 0.07%
48,275
+5,783
139
$4.13M 0.07%
52,152
+8,202
140
$4.1M 0.07%
18,299
-14
141
$4.09M 0.07%
77,007
+10,464
142
$4.03M 0.07%
86,870
+24,450
143
$4M 0.07%
8,769
+1,920
144
$3.9M 0.07%
141,220
+38,705
145
$3.84M 0.07%
70,211
+7,891
146
$3.8M 0.07%
66,113
+10,889
147
$3.72M 0.06%
16,604
-4,964
148
$3.69M 0.06%
14,475
+85
149
$3.67M 0.06%
15,808
-2,099
150
$3.65M 0.06%
89,796
+74,904
4 5
6
7 8