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
251
$3.07M 0.03%
+34,680
252
$3.06M 0.03%
24,561
+557
253
$3.05M 0.03%
26,063
+11,851
254
$3.05M 0.03%
47,316
+2,624
255
$3.01M 0.03%
19,120
+17,366
256
$2.99M 0.03%
+94,622
257
$2.99M 0.03%
21,811
+14,135
258
$2.99M 0.03%
75,654
+19,335
259
$2.97M 0.03%
30,762
+3,694
260
$2.93M 0.03%
15,156
+751
261
$2.91M 0.03%
80,712
+63,223
262
$2.89M 0.03%
22,372
-11,378
263
$2.89M 0.03%
113,313
264
$2.86M 0.03%
28,837
-30
265
$2.86M 0.03%
11,956
+3,500
266
$2.84M 0.03%
75,929
+10,861
267
$2.84M 0.03%
46,549
+36,135
268
$2.82M 0.03%
16,678
+847
269
$2.8M 0.03%
11,304
-3,530
270
$2.75M 0.03%
6,882
+461
271
$2.71M 0.03%
179,774
+14,166
272
$2.71M 0.03%
66,621
+2,304
273
$2.69M 0.03%
55,583
+36,520
274
$2.68M 0.03%
66,336
+47,447
275
$2.64M 0.03%
40,361
+13,666
9 10
11
12 13