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
$2.97B
AUM Growth
+$642M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$48.7M
3
+$12.9M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$12.8M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.2M

Top Sells

1
+$13.7M
2
+$12.9M
3
+$11.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.01M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.74M

Sector Composition

1 Technology 17.05%
2 Consumer Discretionary 5.7%
3 Healthcare 4.77%
4 Communication Services 4.64%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$637K 0.02%
9,120
+2,162
377
$636K 0.02%
32,500
378
$635K 0.02%
72,294
-224,598
379
$630K 0.02%
6,912
+363
380
$629K 0.02%
+5,826
381
$627K 0.02%
10,086
382
$624K 0.02%
2,413
+797
383
$620K 0.02%
2,852
+709
384
$609K 0.02%
38,755
-64,695
385
$609K 0.02%
1,750
-844
386
$606K 0.02%
10,930
+5,351
387
$603K 0.02%
+12,129
388
$603K 0.02%
1,783
-506
389
$603K 0.02%
43,440
+6
390
$600K 0.02%
42,692
391
$599K 0.02%
32,992
-9,744
392
$594K 0.02%
5,794
+3,220
393
$593K 0.02%
+30,000
394
$592K 0.02%
21,350
+8,050
395
$585K 0.02%
46,636
+818
396
$583K 0.02%
9,412
+2,335
397
$581K 0.02%
4,142
-12
398
$580K 0.02%
21,294
+2,479
399
$576K 0.02%
11,480
-4,400
400
$573K 0.02%
10,000
14 15
16
17 18