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
426
$488K 0.02%
6,705
-1,415
427
$482K 0.02%
+18,552
428
$482K 0.02%
3,412
-3,033
429
$480K 0.02%
7,329
-4,073
430
$479K 0.02%
17,485
-878
431
$478K 0.02%
5,070
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432
$478K 0.02%
7,427
-612
433
$476K 0.02%
+17,999
434
$476K 0.02%
19,100
+11,000
435
$474K 0.02%
+2,500
436
$473K 0.02%
+23,918
437
$471K 0.02%
13,475
+6,329
438
$471K 0.02%
11,565
+5,136
439
$470K 0.02%
24,174
440
$468K 0.02%
411
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$465K 0.02%
12,468
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443
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6,937
-5,035
444
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1,949
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445
$459K 0.02%
8,506
+1,362
446
$458K 0.02%
1,600
+636
447
$452K 0.02%
8,876
+1,104
448
$450K 0.02%
1,468
+260
449
$446K 0.02%
+8,867
450
$444K 0.01%
+9,264
16 17
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