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
$8.83B
AUM Growth
+$1.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$242M
3
+$70.4M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$31.7M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$29M

Top Sells

1
+$26.7M
2
+$19.8M
3
+$18.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$13.7M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$13.3M

Sector Composition

1 Technology 12.77%
2 Healthcare 4.02%
3 Consumer Discretionary 3.79%
4 Financials 3.54%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$631K ﹤0.01%
13,432
+2,425
602
$631K ﹤0.01%
+39,654
603
$630K ﹤0.01%
4,287
-459
604
$623K ﹤0.01%
14,434
+1,841
605
$621K ﹤0.01%
5,986
+716
606
$616K ﹤0.01%
+11,315
607
$615K ﹤0.01%
2,106
-69
608
$605K ﹤0.01%
9,495
+1,170
609
$604K ﹤0.01%
+9,349
610
$603K ﹤0.01%
24,073
611
$603K ﹤0.01%
6,912
+873
612
$601K ﹤0.01%
4,028
+118
613
$592K ﹤0.01%
33,573
+7,202
614
$591K ﹤0.01%
+11,748
615
$588K ﹤0.01%
+24,998
616
$587K ﹤0.01%
2,350
+467
617
$586K ﹤0.01%
3,940
-52
618
$585K ﹤0.01%
8,666
+2,006
619
$582K ﹤0.01%
8,379
+1,491
620
$575K ﹤0.01%
711
-90
621
$571K ﹤0.01%
5,112
-1,318
622
$568K ﹤0.01%
8,105
+5
623
$568K ﹤0.01%
6,991
-67
624
$565K ﹤0.01%
25,469
-4,956
625
$564K ﹤0.01%
1,123
+301
23 24
25
26 27