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
376
$1.4M 0.01%
13,671
-2,637
377
$1.39M 0.01%
+39,090
378
$1.39M 0.01%
294,930
-438
379
$1.38M 0.01%
19,742
-860
380
$1.37M 0.01%
31,507
-33,102
381
$1.36M 0.01%
16,468
+8,573
382
$1.35M 0.01%
21,830
-783
383
$1.33M 0.01%
15,798
+13
384
$1.33M 0.01%
15,671
+605
385
$1.32M 0.01%
3,942
-870
386
$1.32M 0.01%
31,817
+435
387
$1.31M 0.01%
9,825
+3,755
388
$1.31M 0.01%
7,869
+1,609
389
$1.31M 0.01%
44,604
+9,704
390
$1.28M 0.01%
+36,813
391
$1.28M 0.01%
6,840
+1,815
392
$1.28M 0.01%
10,221
+365
393
$1.27M 0.01%
+63,296
394
$1.26M 0.01%
9,020
+1,637
395
$1.24M 0.01%
3,718
-674
396
$1.23M 0.01%
7,559
+1,770
397
$1.21M 0.01%
11,084
+1,050
398
$1.21M 0.01%
19,602
+2,869
399
$1.2M 0.01%
13,217
+692
400
$1.19M 0.01%
74,418
-8,688
14 15
16
17 18