Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$220M
2
+$112M
3
+$105M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$70.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$60.2M

Top Sells

1
+$30.3M
2
+$29.9M
3
+$23.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$21.7M
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
601
$501K 0.01%
5,686
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602
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+19,707
603
$501K 0.01%
+33,735
604
$498K 0.01%
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605
$492K 0.01%
8,049
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606
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+13,953
607
$490K 0.01%
26,765
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608
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8,195
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609
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6,888
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612
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613
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614
$482K 0.01%
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615
$481K 0.01%
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1,566
-7,526
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$479K 0.01%
12,871
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622
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$479K 0.01%
1,883
+26
624
$476K 0.01%
3,133
+266
625
$474K 0.01%
+9,867
23 24
25
26 27