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
601
$501K ﹤0.01%
5,686
-72
602
$501K ﹤0.01%
+19,707
603
$501K ﹤0.01%
+33,735
604
$498K ﹤0.01%
+23,008
605
$492K ﹤0.01%
8,049
+2,952
606
$491K ﹤0.01%
+13,953
607
$490K ﹤0.01%
26,765
+190
608
$488K ﹤0.01%
8,195
+2,705
609
$486K ﹤0.01%
6,888
+1,801
610
$486K ﹤0.01%
9,819
+1,956
611
$485K ﹤0.01%
2,471
+451
612
$483K ﹤0.01%
7,679
-249
613
$482K ﹤0.01%
+87,695
614
$482K ﹤0.01%
2,811
+326
615
$481K ﹤0.01%
3,638
+268
616
$481K ﹤0.01%
+7,393
617
$480K ﹤0.01%
2,413
-277
618
$480K ﹤0.01%
5,302
-941
619
$480K ﹤0.01%
4,851
+367
620
$479K ﹤0.01%
1,566
-7,526
621
$479K ﹤0.01%
12,871
+1,892
622
$479K ﹤0.01%
+4,830
623
$479K ﹤0.01%
1,883
+26
624
$476K ﹤0.01%
3,133
+266
625
$474K ﹤0.01%
+9,867
23 24
25
26 27