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
701
$399K ﹤0.01%
4,158
-88
702
$399K ﹤0.01%
2,579
-1,309
703
$398K ﹤0.01%
+4,160
704
$397K ﹤0.01%
+50,334
705
$396K ﹤0.01%
2,503
+206
706
$395K ﹤0.01%
+4,116
707
$395K ﹤0.01%
+11,687
708
$393K ﹤0.01%
1,736
-367
709
$393K ﹤0.01%
16,796
-17,239
710
$392K ﹤0.01%
14,000
711
$391K ﹤0.01%
+10,222
712
$391K ﹤0.01%
1,184
-89
713
$390K ﹤0.01%
5,329
-1,148
714
$389K ﹤0.01%
1,360
+513
715
$389K ﹤0.01%
7,710
-80
716
$388K ﹤0.01%
113,463
717
$388K ﹤0.01%
11,511
+1,800
718
$385K ﹤0.01%
5,417
+1,038
719
$383K ﹤0.01%
16,283
-4,514
720
$381K ﹤0.01%
3,369
-117
721
$381K ﹤0.01%
6,171
+167
722
$378K ﹤0.01%
17,029
+6
723
$376K ﹤0.01%
+5,625
724
$375K ﹤0.01%
3,274
-1,940
725
$375K ﹤0.01%
2,428
-325
27 28
29
30 31