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
51
$23.6M 0.23%
+259,273
52
$23.2M 0.23%
1,336,130
+1,158,872
53
$23M 0.22%
1,053,321
+1,035,654
54
$22.4M 0.22%
646,940
-99,610
55
$22.1M 0.21%
449,238
+40,911
56
$21.4M 0.21%
+764,754
57
$21.4M 0.21%
152,364
+145,392
58
$20.8M 0.2%
333,428
+324,436
59
$20.2M 0.2%
49,023
+19,002
60
$19.5M 0.19%
426,681
+21,648
61
$19.4M 0.19%
+397,296
62
$19.3M 0.19%
+935,389
63
$19.3M 0.19%
150,803
+5,954
64
$19M 0.18%
209,833
-13,906
65
$18.7M 0.18%
751,765
+35,067
66
$18.2M 0.18%
347,413
+89,976
67
$17.9M 0.17%
84,647
+26,858
68
$17.6M 0.17%
246,466
+50,891
69
$17.1M 0.17%
389,944
+21,161
70
$17M 0.17%
158,053
+126,099
71
$16.8M 0.16%
51,391
+3,251
72
$16.7M 0.16%
110,834
+71,396
73
$16.5M 0.16%
222,939
+94,732
74
$16.4M 0.16%
403,152
+93,650
75
$16.4M 0.16%
34,670
+10,907
1 2
3
4 5