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
$7.16B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$115M
3
+$106M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$72.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$61M

Top Sells

1
+$38.3M
2
+$30.5M
3
+$24.3M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$21.6M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$19.4M

Sector Composition

1 Technology 12.18%
2 Healthcare 4.52%
3 Consumer Discretionary 3.91%
4 Financials 3.87%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.85M 0.04%
139,430
+113,960
227
$3.81M 0.04%
47,854
+453
228
$3.76M 0.04%
9,511
+8,435
229
$3.66M 0.04%
62,576
-9,366
230
$3.63M 0.04%
17,270
+13,783
231
$3.6M 0.04%
94,635
+20,145
232
$3.58M 0.03%
57,402
+47,556
233
$3.57M 0.03%
47,444
+12,926
234
$3.56M 0.03%
21,388
-10,262
235
$3.52M 0.03%
74,589
-1,600
236
$3.51M 0.03%
64,957
+2,182
237
$3.49M 0.03%
85,217
+15,984
238
$3.47M 0.03%
56,048
+8,942
239
$3.44M 0.03%
44,868
+5,913
240
$3.4M 0.03%
29,066
-511
241
$3.35M 0.03%
30,194
-29,906
242
$3.31M 0.03%
4,799
+262
243
$3.26M 0.03%
28,466
+18,304
244
– –
0
245
$3.19M 0.03%
37,372
+29,559
246
$3.17M 0.03%
11,034
+6,809
247
$3.14M 0.03%
37,471
-23,370
248
$3.11M 0.03%
44,596
+1,305
249
$3.09M 0.03%
16,122
+10,425
250
$3.08M 0.03%
23,714
+10,769
8 9
10
11 12