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
576
$551K 0.01%
3,762
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577
$551K 0.01%
19,421
-1,056
578
$550K 0.01%
7,058
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579
$544K 0.01%
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580
$543K 0.01%
+11,007
581
$543K 0.01%
+9,067
582
$543K 0.01%
5,160
-1,347
583
$542K 0.01%
9,823
+2,068
584
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8,859
585
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20,680
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586
$523K 0.01%
62,738
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587
$522K 0.01%
341
-46
588
$522K 0.01%
30,670
589
$522K 0.01%
26,568
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590
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26,642
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$518K 0.01%
926
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593
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6,818
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594
$513K 0.01%
12,232
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595
$513K 0.01%
+5,893
596
$507K ﹤0.01%
11,422
-667
597
$505K ﹤0.01%
5,288
+88
598
$505K ﹤0.01%
7,090
-4,635
599
$502K ﹤0.01%
22,966
+4,812
600
$502K ﹤0.01%
6,039
+63
22 23
24
25 26