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
326
$1.97M 0.02%
70,983
-3,401
327
$1.95M 0.02%
+127,269
328
$1.93M 0.02%
18,408
+10,104
329
$1.88M 0.02%
16,955
-13,794
330
$1.86M 0.02%
5,403
-11,439
331
$1.86M 0.02%
+4
332
$1.85M 0.02%
+79,070
333
$1.84M 0.02%
14,753
-24,193
334
$1.82M 0.02%
134,553
-36,518
335
$1.82M 0.02%
7,982
+1,504
336
$1.82M 0.02%
20,517
+10,810
337
$1.82M 0.02%
+15,106
338
$1.79M 0.02%
41,106
+18,682
339
$1.78M 0.02%
+15,082
340
$1.78M 0.02%
57,609
-966
341
$1.78M 0.02%
+500,022
342
$1.77M 0.02%
215,151
+57,074
343
$1.75M 0.02%
8,103
+3,241
344
$1.75M 0.02%
+51,189
345
$1.75M 0.02%
+10,575
346
$1.74M 0.02%
17,301
+4,663
347
$1.74M 0.02%
28,460
+6,820
348
$1.73M 0.02%
87,360
+41,226
349
$1.73M 0.02%
+16,395
350
$1.73M 0.02%
31,173
-4,716
12 13
14
15 16