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
276
$2.63M 0.03%
40,115
+3,015
277
$2.63M 0.03%
26,825
+10,360
278
$2.62M 0.03%
19,540
+149
279
$2.61M 0.03%
23,122
+18,898
280
$2.61M 0.03%
147,905
+5,289
281
$2.61M 0.03%
68,717
+13,458
282
$2.58M 0.03%
7,223
+201
283
$2.58M 0.03%
49,258
+34,339
284
$2.56M 0.02%
67,085
+9,977
285
$2.52M 0.02%
68,821
-1,400
286
$2.51M 0.02%
63,897
+7
287
$2.5M 0.02%
126,419
+5,154
288
$2.49M 0.02%
14,873
+3,146
289
$2.47M 0.02%
16,081
+13,222
290
$2.42M 0.02%
3,362
+400
291
$2.42M 0.02%
138,414
+4,305
292
$2.42M 0.02%
+30,970
293
$2.41M 0.02%
+25,974
294
$2.41M 0.02%
26,223
-13,436
295
$2.37M 0.02%
49,777
+1,478
296
$2.37M 0.02%
43,077
+36,770
297
$2.37M 0.02%
+49,560
298
$2.36M 0.02%
31,235
+4,175
299
$2.35M 0.02%
30,031
+15,502
300
$2.34M 0.02%
31,678
+23,306
10 11
12
13 14