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
26
$18.4M 0.62%
124,356
+15,915
27
$18.3M 0.62%
271,815
+17,552
28
$17.8M 0.6%
127,602
+6,573
29
$17.7M 0.6%
273,004
+21,048
30
$16.8M 0.57%
63,280
+8,077
31
$16.8M 0.56%
190,417
+823
32
$16.3M 0.55%
128,017
+29,865
33
$15.4M 0.52%
1,178,120
+27,320
34
$15.3M 0.52%
43,336
-434
35
$15.3M 0.51%
174,240
+15,920
36
$14.7M 0.5%
310,920
-25,220
37
$14.3M 0.48%
339,777
+31,338
38
$14.2M 0.48%
45,376
+8,384
39
$13.7M 0.46%
+377,760
40
$13.1M 0.44%
166,056
+1,171
41
$12.8M 0.43%
839,828
42
$12.3M 0.41%
80,537
+25,796
43
$11.8M 0.4%
79,103
+10,604
44
$11.8M 0.4%
109,899
+17,583
45
$11.6M 0.39%
82,054
+17,475
46
$11.6M 0.39%
240,438
+55,251
47
$11.3M 0.38%
192,698
+43,127
48
$11.3M 0.38%
122,675
+21,991
49
$11.2M 0.38%
207,250
+13,950
50
$10.9M 0.37%
56,074
+7,909
1
2
3 4 5