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
451
$933K 0.01%
21,929
-33,852
452
$929K 0.01%
5,129
+1,934
453
$929K 0.01%
37,129
454
$920K 0.01%
148,445
+7,292
455
$917K 0.01%
+13,668
456
$914K 0.01%
11,103
+894
457
$913K 0.01%
2,896
+73
458
$902K 0.01%
14,273
+8,929
459
$900K 0.01%
323,864
460
$900K 0.01%
+34,770
461
$886K 0.01%
11,712
-15,039
462
$878K 0.01%
17,291
+2,840
463
$873K 0.01%
1,539
+342
464
$863K 0.01%
325
-1,227
465
$860K 0.01%
22,925
+4,590
466
$857K 0.01%
26,342
+8,026
467
$855K 0.01%
+32,122
468
$854K 0.01%
9,890
-4,448
469
$852K 0.01%
4,093
+1,188
470
$850K 0.01%
4,443
+189
471
$849K 0.01%
37,556
472
$847K 0.01%
54,604
+2,499
473
$847K 0.01%
17,659
-1,543
474
$842K 0.01%
10,177
+6,904
475
$840K 0.01%
+32,887
17 18
19
20 21