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
51
$10.7M 0.36%
89,249
-347
52
$10.6M 0.36%
147,268
-11,200
53
$10.5M 0.35%
47,015
+8,194
54
$10.4M 0.35%
20,836
+1,971
55
$10.4M 0.35%
94,590
+28,480
56
$10.3M 0.35%
46,913
+8,067
57
$10.2M 0.34%
+123,489
58
$10.2M 0.34%
38,621
+4,647
59
$9.94M 0.33%
+161,430
60
$9.93M 0.33%
187,132
+16,305
61
$9.78M 0.33%
144,150
+19,916
62
$9.67M 0.33%
112,085
-19,293
63
$9.53M 0.32%
223,063
-6,883
64
$9.53M 0.32%
375,298
+59,035
65
$9.42M 0.32%
38,237
-337
66
$9.36M 0.31%
40,354
+5,264
67
$9.3M 0.31%
85,050
+8,812
68
$9.09M 0.31%
226,637
+37,248
69
$9.09M 0.31%
+27,375
70
$8.91M 0.3%
55,269
+4,270
71
$8.65M 0.29%
335,046
-66,193
72
$8.38M 0.28%
22,328
-6,165
73
$8.3M 0.28%
204,460
+22,783
74
$7.84M 0.26%
120,922
+18,235
75
$7.74M 0.26%
+91,645
1 2
3
4 5