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
651
$446K ﹤0.01%
+26,371
652
$445K ﹤0.01%
+4,875
653
$444K ﹤0.01%
+32,884
654
$443K ﹤0.01%
6,800
+2,750
655
$443K ﹤0.01%
+4,542
656
$443K ﹤0.01%
+23,077
657
$442K ﹤0.01%
+7,700
658
$440K ﹤0.01%
2,394
+500
659
$439K ﹤0.01%
+3,287
660
$438K ﹤0.01%
7,828
+2,231
661
$436K ﹤0.01%
+16,789
662
$436K ﹤0.01%
+3,575
663
$436K ﹤0.01%
28,019
-57
664
$434K ﹤0.01%
30,012
+16,199
665
$431K ﹤0.01%
1,772
-34
666
$431K ﹤0.01%
4,726
+16
667
$430K ﹤0.01%
8,870
-42
668
$430K ﹤0.01%
9,563
-1,276
669
$429K ﹤0.01%
7,044
+854
670
$428K ﹤0.01%
12,912
+912
671
$426K ﹤0.01%
9,158
+2
672
$422K ﹤0.01%
3,220
-4
673
$422K ﹤0.01%
+3,910
674
$422K ﹤0.01%
43,436
+2,844
675
$418K ﹤0.01%
+4,528
25 26
27
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