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
501
$746K 0.01%
20,684
-20,310
502
$745K 0.01%
9,948
-186
503
$745K 0.01%
17,469
+1,464
504
$738K 0.01%
52,222
-412
505
$727K 0.01%
11,796
+468
506
$727K 0.01%
12,052
+655
507
$725K 0.01%
7,135
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508
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3,865
-566
509
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+14,962
510
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9,985
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511
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512
$711K 0.01%
5,595
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513
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20,706
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514
$698K 0.01%
58,986
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515
$695K 0.01%
35,977
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516
$693K 0.01%
16,549
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517
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6,530
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245,466
-14,999
519
$691K 0.01%
13,683
+2,059
520
$689K 0.01%
+30,425
521
$687K 0.01%
+15,235
522
$686K 0.01%
7,782
-6,514
523
$683K 0.01%
31,427
+1
524
$677K 0.01%
10,652
+7,300
525
$677K 0.01%
5,357
+1
19 20
21
22 23