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
$2.97B
AUM Growth
+$642M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$48.7M
3
+$12.9M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$12.8M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.2M

Top Sells

1
+$13.7M
2
+$12.9M
3
+$11.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.01M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.74M

Sector Composition

1 Technology 17.05%
2 Consumer Discretionary 5.7%
3 Healthcare 4.77%
4 Communication Services 4.64%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.49M 0.05%
30,844
-6,161
227
$1.49M 0.05%
+96,047
228
$1.47M 0.05%
6,939
+3,214
229
$1.46M 0.05%
146,206
+42,806
230
$1.46M 0.05%
24,831
-15,012
231
$1.45M 0.05%
20,713
-4,662
232
$1.45M 0.05%
14,927
-318
233
$1.45M 0.05%
865
-29
234
$1.44M 0.05%
+61,310
235
$1.42M 0.05%
30,995
-400
236
$1.42M 0.05%
12,383
-960
237
$1.42M 0.05%
9,957
+1,517
238
$1.41M 0.05%
3,686
+2,998
239
$1.41M 0.05%
13,958
+163
240
$1.4M 0.05%
5,909
+4,974
241
$1.39M 0.05%
+13,744
242
$1.38M 0.05%
1,906
-181
243
$1.35M 0.05%
10,236
+7,932
244
$1.34M 0.05%
12,783
245
$1.34M 0.05%
+70,810
246
$1.33M 0.04%
13,043
-299
247
$1.32M 0.04%
32,795
+3,713
248
$1.29M 0.04%
35,972
-2,025
249
$1.29M 0.04%
14,114
-2,574
250
$1.27M 0.04%
14,538
+951
8 9
10
11 12