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
426
$1.06M 0.01%
96,922
+4,666
427
$1.04M 0.01%
21,415
-5,038
428
$1.04M 0.01%
6,678
+3,548
429
$1.04M 0.01%
5,316
-751
430
$1.04M 0.01%
24,972
+17,050
431
$1.03M 0.01%
4,337
+415
432
$1.03M 0.01%
62,665
+2,627
433
$1.03M 0.01%
29,162
+4,916
434
$1.03M 0.01%
3,365
-71
435
$1.03M 0.01%
6,936
+402
436
$1.01M 0.01%
10,011
+136
437
$1.01M 0.01%
16,283
+724
438
$1.01M 0.01%
20,100
+100
439
$1M 0.01%
33,485
-56,745
440
$995K 0.01%
4,574
+400
441
$994K 0.01%
25,641
+235
442
$983K 0.01%
14,165
+2,834
443
$982K 0.01%
+40,038
444
$977K 0.01%
3,964
+2,151
445
$976K 0.01%
740
-16
446
$971K 0.01%
+8,253
447
$969K 0.01%
33,230
+8,680
448
$965K 0.01%
4,568
-4,836
449
$943K 0.01%
1,385
-209
450
$938K 0.01%
6,942
+2,361
16 17
18
19 20