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
476
$839K 0.01%
5,974
+1,233
477
$839K 0.01%
71,897
+1,499
478
$839K 0.01%
9,797
+66
479
$835K 0.01%
15,464
+1,910
480
$832K 0.01%
12,519
+321
481
$831K 0.01%
5,149
-346
482
$831K 0.01%
23,423
+964
483
$827K 0.01%
27,681
+1,358
484
$823K 0.01%
28,162
-1,423
485
$817K 0.01%
20,008
-11,260
486
$806K 0.01%
2,907
-24
487
$802K 0.01%
+8,256
488
$801K 0.01%
+12,730
489
$787K 0.01%
+10,754
490
$783K 0.01%
7,695
-1,071
491
$783K 0.01%
5,839
+1,526
492
$771K 0.01%
11,255
493
$767K 0.01%
+21,877
494
$763K 0.01%
45,996
+33,597
495
$760K 0.01%
+60,076
496
$759K 0.01%
7,064
-495
497
$758K 0.01%
+15,154
498
$753K 0.01%
5,571
+1,319
499
$752K 0.01%
19,611
-21,171
500
$746K 0.01%
81,899
+54,269
18 19
20
21 22