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
626
$472K 0.01%
12,854
+498
627
$471K 0.01%
10,482
+2,150
628
$471K 0.01%
8,325
+1,440
629
$471K 0.01%
9,845
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630
$469K 0.01%
+11,777
631
$468K 0.01%
2,455
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632
$466K 0.01%
+7,144
633
$466K 0.01%
4,365
-9
634
$465K 0.01%
+29,998
635
$464K 0.01%
3,263
-744
636
$463K 0.01%
+15,081
637
$462K 0.01%
10,448
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638
$461K 0.01%
25,194
-6,389
639
$459K 0.01%
7,534
-534
640
$456K 0.01%
21,278
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641
$455K 0.01%
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642
$455K 0.01%
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643
$454K 0.01%
+11,748
644
$453K 0.01%
7,518
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645
$451K 0.01%
+2,436
646
$451K 0.01%
+6,660
647
$449K 0.01%
+10,780
648
$449K 0.01%
1,343
-88
649
$448K 0.01%
5,313
+2,243
650
$448K 0.01%
+20,073
24 25
26
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