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
351
$1.71M 0.02%
18,247
-249
352
$1.7M 0.02%
26,466
+21,406
353
$1.69M 0.02%
25,011
-319,400
354
$1.68M 0.02%
7,414
+3,773
355
$1.67M 0.02%
12,107
-531
356
$1.62M 0.02%
46,155
+38,931
357
$1.62M 0.02%
128,935
-99,659
358
$1.62M 0.02%
18,610
+4,404
359
$1.6M 0.02%
10,697
+4,141
360
$1.59M 0.02%
39,822
+16,706
361
$1.56M 0.02%
29,307
-900
362
$1.55M 0.02%
32,417
+15,443
363
$1.55M 0.02%
36,984
+908
364
$1.54M 0.02%
40,413
+1,013
365
$1.5M 0.01%
21,840
-16,939
366
$1.49M 0.01%
59,154
-6,582
367
$1.49M 0.01%
17,057
-11,338
368
$1.47M 0.01%
+6,633
369
$1.45M 0.01%
39,586
-29,882
370
$1.45M 0.01%
40,181
-40,076
371
$1.44M 0.01%
12,548
-3,254
372
$1.43M 0.01%
55,205
+33,176
373
$1.43M 0.01%
+14,261
374
$1.42M 0.01%
+37,354
375
$1.4M 0.01%
41,216
-40,560
13 14
15
16 17