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
526
$677K 0.01%
10,240
-3,399
527
$676K 0.01%
2,982
+12
528
$676K 0.01%
+24,602
529
$673K 0.01%
7,310
+2,864
530
$671K 0.01%
9,091
+2,073
531
$669K 0.01%
15,450
-209
532
$666K 0.01%
38,051
-1,273
533
$658K 0.01%
6,027
-169
534
$657K 0.01%
2,175
+513
535
$652K 0.01%
1,791
+102
536
$651K 0.01%
4,746
+372
537
$650K 0.01%
3,992
+192
538
$648K 0.01%
2,930
+298
539
$647K 0.01%
+6,183
540
$645K 0.01%
15,360
+3,640
541
$639K 0.01%
34,914
+8,664
542
$639K 0.01%
13,054
-17,769
543
$632K 0.01%
8,217
+34
544
$632K 0.01%
+9,372
545
$631K 0.01%
11,060
+776
546
$624K 0.01%
12,398
+1,934
547
$618K 0.01%
5,814
+500
548
$617K 0.01%
8,100
-8,100
549
$614K 0.01%
5,308
+1,732
550
$613K 0.01%
+24,073
20 21
22
23 24