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
726
$375K ﹤0.01%
8,000
727
$374K ﹤0.01%
+74,424
728
$372K ﹤0.01%
2,539
+634
729
$372K ﹤0.01%
6,477
-43,843
730
$370K ﹤0.01%
14,818
-6,382
731
$369K ﹤0.01%
+13,247
732
$368K ﹤0.01%
2,209
-2,986
733
$366K ﹤0.01%
5,402
-1,120
734
$364K ﹤0.01%
1,797
+95
735
$363K ﹤0.01%
16,866
+111
736
$362K ﹤0.01%
2,604
+919
737
$361K ﹤0.01%
7,900
738
$360K ﹤0.01%
+29,981
739
$360K ﹤0.01%
3,187
+785
740
$360K ﹤0.01%
6,619
-577
741
$359K ﹤0.01%
2,025
-167
742
$358K ﹤0.01%
+7,625
743
$357K ﹤0.01%
9,612
-498
744
$357K ﹤0.01%
+4,657
745
$356K ﹤0.01%
+30,232
746
$355K ﹤0.01%
6,596
+262
747
$354K ﹤0.01%
5,547
+982
748
$354K ﹤0.01%
7,078
-2,398
749
$353K ﹤0.01%
18,079
+294
750
$351K ﹤0.01%
3,022
-89
28 29
30
31 32