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
251
$1.25M 0.04%
+9,000
252
$1.24M 0.04%
121,018
-6,795
253
$1.21M 0.04%
+6,730
254
$1.21M 0.04%
43,381
-1,061
255
$1.21M 0.04%
19,549
-6
256
$1.2M 0.04%
5,833
-2,917
257
$1.2M 0.04%
30,147
+19,091
258
$1.19M 0.04%
8,628
+1,302
259
$1.19M 0.04%
26,824
-632
260
$1.19M 0.04%
16,666
-1,840
261
$1.18M 0.04%
4,379
+13
262
$1.14M 0.04%
+28,004
263
$1.14M 0.04%
+7,875
264
$1.12M 0.04%
13,043
+1,629
265
$1.11M 0.04%
9,517
+6,693
266
$1.1M 0.04%
+17,424
267
$1.09M 0.04%
+14,343
268
$1.09M 0.04%
40,975
+5,390
269
$1.09M 0.04%
+20,184
270
$1.09M 0.04%
+5,036
271
$1.08M 0.04%
+5,549
272
$1.07M 0.04%
6,103
+551
273
$1.07M 0.04%
+14,572
274
$1.04M 0.04%
18,520
+13,830
275
$1.04M 0.04%
33,962
+12,420
9 10
11
12 13