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
201
$2.06M 0.06%
25,621
+11,083
202
$2.04M 0.06%
23,338
+1,842
203
$1.99M 0.06%
102,868
+731
204
$1.99M 0.06%
26,439
+2,806
205
$1.96M 0.06%
86,380
-3,029
206
$1.94M 0.06%
11,422
+380
207
$1.92M 0.06%
34,881
+4,734
208
$1.91M 0.06%
11,876
-341
209
$1.85M 0.05%
176,291
+55,273
210
$1.84M 0.05%
42,215
+6,243
211
$1.82M 0.05%
15,418
-156
212
$1.82M 0.05%
40,344
+640
213
$1.8M 0.05%
35,291
+21,799
214
$1.8M 0.05%
33,781
+4,130
215
$1.8M 0.05%
72,188
+628
216
$1.8M 0.05%
47,649
+4,268
217
$1.77M 0.05%
14,105
+1,722
218
$1.74M 0.05%
10,859
-665
219
$1.74M 0.05%
60,293
+26,293
220
$1.73M 0.05%
95,074
221
$1.73M 0.05%
+173,474
222
$1.72M 0.05%
91,378
-54
223
$1.72M 0.05%
2,277
+371
224
$1.71M 0.05%
10,283
+47
225
$1.71M 0.05%
31,179
-43,339
7 8
9
10 11