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
26
$37.6M 0.37%
236,103
+30,642
27
$37.5M 0.37%
289,819
-43,592
28
$37M 0.36%
125,485
+49,915
29
$36.8M 0.36%
176,183
+3,767
30
$36.1M 0.35%
174,213
+20,823
31
$34.5M 0.34%
680,433
+667,610
32
$33.3M 0.32%
402,435
-94,364
33
$33.3M 0.32%
137,662
+75,071
34
$33.2M 0.32%
1,481,601
+89,563
35
$32.1M 0.31%
207,055
-2,768
36
$32.1M 0.31%
83,233
+1,840
37
$32M 0.31%
1,610,545
+128,232
38
$30.5M 0.3%
289,104
+63,212
39
$30.2M 0.29%
232,063
+63,298
40
$29.9M 0.29%
272,453
-38,372
41
$29.1M 0.28%
+315,619
42
$28.1M 0.27%
153,941
-24,813
43
$27.9M 0.27%
271,299
+11,991
44
$27.3M 0.27%
847,784
+400,148
45
$27.1M 0.26%
84,493
-22,224
46
$26.4M 0.26%
260,615
+212,097
47
$26.3M 0.26%
116,647
+55,370
48
$26M 0.25%
67,459
+4,297
49
$25.8M 0.25%
155,816
-17,940
50
$24.2M 0.24%
197,409
+12,997
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