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
301
$2.32M 0.02%
15,026
+11,835
302
$2.31M 0.02%
65,580
+1,760
303
$2.3M 0.02%
+23,161
304
$2.29M 0.02%
43,325
+13,477
305
$2.29M 0.02%
29,606
-13,010
306
$2.28M 0.02%
10,224
-15,179
307
$2.26M 0.02%
78,630
+14,770
308
$2.25M 0.02%
54,180
+11,848
309
$2.24M 0.02%
41,095
+6,110
310
$2.21M 0.02%
15,708
+109
311
$2.19M 0.02%
49,634
+13,391
312
$2.19M 0.02%
+24,619
313
$2.18M 0.02%
62,338
+11,880
314
$2.18M 0.02%
22,625
+18,425
315
$2.15M 0.02%
20,036
-18,423
316
$2.07M 0.02%
+41,102
317
$2.06M 0.02%
12,434
+9,594
318
$2.06M 0.02%
31,230
-27
319
$2.03M 0.02%
12,803
-1,365
320
$2.02M 0.02%
20,712
+446
321
$2M 0.02%
49,886
+30,176
322
$2M 0.02%
13,541
+667
323
$2M 0.02%
+49,260
324
$1.99M 0.02%
20,805
-20,235
325
$1.98M 0.02%
74,424
+4,071
11 12
13
14 15