Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$69.2M
2
+$61.7M
3
+$48.3M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$19.5M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$18.3M

Top Sells

1
+$58.1M
2
+$15.1M
3
+$11.1M
4
MPLX icon
MPLX
MPLX
+$6.63M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.67M

Sector Composition

1 Technology 14.75%
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
176
$2.6M 0.08%
48,097
+943
177
$2.53M 0.07%
28,717
-765
178
$2.52M 0.07%
13,230
+321
179
$2.5M 0.07%
9,066
-888
180
$2.48M 0.07%
40,776
+29,407
181
$2.46M 0.07%
48,569
+1,098
182
$2.45M 0.07%
11,116
+464
183
$2.43M 0.07%
+22,257
184
$2.38M 0.07%
+107,455
185
$2.34M 0.07%
9,519
+2,037
186
$2.3M 0.07%
20,216
-1,682
187
$2.29M 0.07%
20,670
+1,520
188
$2.28M 0.07%
13,765
+3,808
189
$2.24M 0.07%
25,008
-11,879
190
$2.24M 0.07%
43,828
+29,377
191
$2.22M 0.06%
90,318
+19,508
192
$2.21M 0.06%
39,221
-9,351
193
$2.2M 0.06%
105,635
+1,896
194
$2.17M 0.06%
85,410
195
$2.15M 0.06%
54,978
+900
196
$2.13M 0.06%
11,939
-104
197
$2.13M 0.06%
48,927
+22,103
198
$2.11M 0.06%
15,248
+1,392
199
$2.08M 0.06%
32,657
-4,327
200
$2.07M 0.06%
22,623
-12,597
6 7
8
9 10