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
651
$215K 0.01%
+6,797
652
$212K 0.01%
+13,240
653
$211K 0.01%
+12,962
654
$211K 0.01%
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655
$210K 0.01%
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656
$209K 0.01%
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657
$209K 0.01%
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658
$209K 0.01%
3,441
659
$209K 0.01%
+1,450
660
$208K 0.01%
+1,899
661
$207K 0.01%
+1,352
662
$207K 0.01%
3,230
-206
663
$206K 0.01%
+12,327
664
$206K 0.01%
1,973
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665
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666
$205K 0.01%
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667
$205K 0.01%
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668
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669
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670
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17,500
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672
$204K 0.01%
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673
$204K 0.01%
16,439
+1,217
674
$203K 0.01%
1,683
-3,021
675
$203K 0.01%
10,777
-1,092
25 26
27
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