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
676
$418K ﹤0.01%
3,657
+666
677
$414K ﹤0.01%
1,073
+190
678
$414K ﹤0.01%
10,437
+540
679
$413K ﹤0.01%
9,180
-2,978
680
$412K ﹤0.01%
10,063
+627
681
$412K ﹤0.01%
+16,066
682
$412K ﹤0.01%
+11,544
683
$412K ﹤0.01%
+16,751
684
$411K ﹤0.01%
822
-18
685
$411K ﹤0.01%
+8,113
686
$410K ﹤0.01%
+8,386
687
$410K ﹤0.01%
5,403
+169
688
$409K ﹤0.01%
+7,782
689
$407K ﹤0.01%
8,091
690
$405K ﹤0.01%
3,431
+744
691
$404K ﹤0.01%
27,803
+6,803
692
$403K ﹤0.01%
1,527
+390
693
$402K ﹤0.01%
1,859
+773
694
$401K ﹤0.01%
5,068
+1
695
$401K ﹤0.01%
6,922
+1,945
696
$400K ﹤0.01%
7,936
+1,652
697
$400K ﹤0.01%
5,612
-78
698
$400K ﹤0.01%
6,291
-550
699
$399K ﹤0.01%
9,000
700
$399K ﹤0.01%
12,593
-292
26 27
28
29 30