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
$2.97B
AUM Growth
+$642M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$48.7M
3
+$12.9M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$12.8M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.2M

Top Sells

1
+$13.7M
2
+$12.9M
3
+$11.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.01M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.74M

Sector Composition

1 Technology 17.05%
2 Consumer Discretionary 5.7%
3 Healthcare 4.77%
4 Communication Services 4.64%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$230K 0.01%
+6,008
627
$230K 0.01%
+1,523
628
$229K 0.01%
+3,345
629
$229K 0.01%
+901
630
$229K 0.01%
699
+125
631
$227K 0.01%
+4,106
632
$226K 0.01%
+18,912
633
$226K 0.01%
+3,881
634
$225K 0.01%
+3,033
635
$225K 0.01%
15,970
+1,812
636
$224K 0.01%
+9,907
637
$223K 0.01%
22,949
638
$222K 0.01%
+1,066
639
$222K 0.01%
3,781
-561
640
$222K 0.01%
+5,249
641
$221K 0.01%
9,166
-2,104
642
$221K 0.01%
+7,690
643
$221K 0.01%
+2,810
644
$220K 0.01%
5,062
+1,171
645
$219K 0.01%
+5,390
646
$219K 0.01%
+1,055
647
$218K 0.01%
+4,020
648
$218K 0.01%
+14,009
649
$216K 0.01%
+4,349
650
$216K 0.01%
1,831
+17
24 25
26
27 28