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
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
+41
630
$469K ﹤0.01%
+11,777
631
$468K ﹤0.01%
2,455
+6
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
+754
638
$461K ﹤0.01%
25,194
-6,389
639
$459K ﹤0.01%
7,534
-534
640
$456K ﹤0.01%
21,278
+1
641
$455K ﹤0.01%
+5,571
642
$455K ﹤0.01%
+13,009
643
$454K ﹤0.01%
+11,748
644
$453K ﹤0.01%
7,518
+3,325
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
27 28