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

Top Buys

1
+$220M
2
+$112M
3
+$105M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$70.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$60.2M

Top Sells

1
+$30.3M
2
+$29.9M
3
+$23.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$21.7M
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 0.04%
40,115
+3,015
277
$2.63M 0.04%
26,825
+10,360
278
$2.62M 0.04%
19,540
+149
279
$2.61M 0.04%
23,122
+18,898
280
$2.61M 0.04%
147,905
+5,289
281
$2.61M 0.04%
68,717
+13,458
282
$2.58M 0.04%
7,223
+201
283
$2.58M 0.04%
49,258
+34,339
284
$2.56M 0.04%
67,085
+9,977
285
$2.52M 0.04%
68,821
-1,400
286
$2.51M 0.04%
63,897
+7
287
$2.5M 0.03%
126,419
+5,154
288
$2.49M 0.03%
14,873
+3,146
289
$2.47M 0.03%
16,081
+13,222
290
$2.42M 0.03%
3,362
+400
291
$2.42M 0.03%
138,414
+4,305
292
$2.42M 0.03%
+30,970
293
$2.41M 0.03%
+25,974
294
$2.41M 0.03%
26,223
-13,436
295
$2.37M 0.03%
49,777
+1,478
296
$2.37M 0.03%
43,077
+36,770
297
$2.37M 0.03%
+49,560
298
$2.36M 0.03%
31,235
+4,175
299
$2.35M 0.03%
30,031
+15,502
300
$2.34M 0.03%
31,678
+23,306
10 11
12
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