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
551
$613K 0.01%
15,886
-645
552
$610K 0.01%
4,619
+290
553
$608K 0.01%
6,685
+1,204
554
$607K 0.01%
+60,952
555
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10,352
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556
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48,985
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557
$599K 0.01%
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558
$599K 0.01%
5,432
+1,080
559
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22,142
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560
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561
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4,166
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562
$588K 0.01%
3,672
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563
$587K 0.01%
+11,860
564
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-269
565
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566
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567
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2,256
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801
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5,848
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570
$559K 0.01%
5,904
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571
$558K 0.01%
23,192
572
$557K 0.01%
1,246
+35
573
$556K 0.01%
+8,100
574
$555K 0.01%
11,094
+1,381
575
$551K 0.01%
+3,795
21 22
23
24 25