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
401
$1.18M 0.01%
11,092
+279
402
$1.17M 0.01%
24,670
-3,229
403
$1.17M 0.01%
19,162
+1,647
404
$1.16M 0.01%
93,408
+51,418
405
$1.16M 0.01%
1,414
+616
406
$1.15M 0.01%
14,012
+4,928
407
$1.15M 0.01%
2,111
+566
408
$1.15M 0.01%
+16,680
409
$1.15M 0.01%
2,495
-162
410
$1.14M 0.01%
+46,131
411
$1.14M 0.01%
4,468
+1,938
412
$1.13M 0.01%
33,200
+400
413
$1.13M 0.01%
20,639
+14,257
414
$1.13M 0.01%
10,064
+1,309
415
$1.12M 0.01%
35,920
-1,000
416
$1.12M 0.01%
+9,192
417
$1.12M 0.01%
24,825
+534
418
$1.11M 0.01%
13,978
+4,582
419
$1.11M 0.01%
+29,762
420
$1.11M 0.01%
12,025
-168
421
$1.09M 0.01%
5,157
+448
422
$1.08M 0.01%
16,238
+223
423
$1.08M 0.01%
26,606
-27,738
424
$1.06M 0.01%
23,402
-28,595
425
$1.06M 0.01%
13,033
+6,305
15 16
17
18 19