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
751
$351K ﹤0.01%
+19,350
752
$351K ﹤0.01%
11,605
-3,420
753
$350K ﹤0.01%
817
-315
754
$348K ﹤0.01%
+3,050
755
$346K ﹤0.01%
+15,090
756
$345K ﹤0.01%
+8,915
757
$344K ﹤0.01%
5,270
+128
758
$341K ﹤0.01%
14,550
759
$340K ﹤0.01%
2,340
-469
760
$339K ﹤0.01%
1,658
+693
761
$334K ﹤0.01%
668
-89
762
$333K ﹤0.01%
29,701
+3,140
763
– –
0
764
$332K ﹤0.01%
+1,439
765
$329K ﹤0.01%
+31,396
766
$328K ﹤0.01%
1,499
+434
767
$326K ﹤0.01%
2,672
+272
768
$323K ﹤0.01%
17,901
+87
769
$323K ﹤0.01%
131
-42
770
$322K ﹤0.01%
+19,281
771
$322K ﹤0.01%
77,112
+11,397
772
$320K ﹤0.01%
8,187
+146
773
$320K ﹤0.01%
12,539
-1,705
774
$319K ﹤0.01%
+5,027
775
$316K ﹤0.01%
16,750
29 30
31
32 33