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
$8.83B
AUM Growth
+$1.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$242M
3
+$70.4M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$31.7M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$29M

Top Sells

1
+$26.7M
2
+$19.8M
3
+$18.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$13.7M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$13.3M

Sector Composition

1 Technology 12.77%
2 Healthcare 4.02%
3 Consumer Discretionary 3.79%
4 Financials 3.54%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$954K 0.01%
4,661
+568
502
$952K 0.01%
6,671
+2,909
503
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5,481
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504
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16,179
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505
$930K 0.01%
22,127
+4,709
506
$927K 0.01%
3,952
+2,580
507
$924K 0.01%
+113,384
508
$923K 0.01%
6,670
+831
509
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4,833
+259
510
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+15,892
511
$913K 0.01%
11,255
512
$912K 0.01%
4,740
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513
$911K 0.01%
73,105
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514
$908K 0.01%
+37,291
515
$903K 0.01%
5,579
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516
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6,829
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518
$886K 0.01%
3,081
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519
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16,586
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520
$880K 0.01%
11,640
-879
521
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11,230
-20,448
522
$875K 0.01%
2,128
+882
523
$872K 0.01%
26,402
-54,310
524
$872K 0.01%
5,692
+121
525
$871K 0.01%
33,804
-966
19 20
21
22 23