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
$8.83B
AUM Growth
+$1.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$242M
3
+$70.4M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$31.7M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$29M

Top Sells

1
+$26.7M
2
+$19.8M
3
+$18.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$13.7M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$13.3M

Sector Composition

1 Technology 12.77%
2 Healthcare 4.02%
3 Consumer Discretionary 3.79%
4 Financials 3.54%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$369K ﹤0.01%
6,477
752
$369K ﹤0.01%
3,183
+360
753
$368K ﹤0.01%
9,131
-49
754
$366K ﹤0.01%
1,109
+161
755
$365K ﹤0.01%
7,199
-2,864
756
$365K ﹤0.01%
14,117
-5,956
757
$364K ﹤0.01%
2,233
-1,448
758
$363K ﹤0.01%
3,247
-27
759
$362K ﹤0.01%
3,795
-1,493
760
$361K ﹤0.01%
+20,340
761
$361K ﹤0.01%
5,455
+52
762
$361K ﹤0.01%
+4,608
763
$360K ﹤0.01%
16,199
-6,809
764
$359K ﹤0.01%
18,893
+814
765
$358K ﹤0.01%
35,894
+7,187
766
$356K ﹤0.01%
3,441
+3
767
$356K ﹤0.01%
5,532
-1,861
768
$354K ﹤0.01%
1,018
-548
769
$353K ﹤0.01%
14,550
770
$352K ﹤0.01%
2,262
-78
771
$352K ﹤0.01%
6,436
-183
772
$351K ﹤0.01%
3,193
+734
773
$351K ﹤0.01%
+3,656
774
$348K ﹤0.01%
1,880
+272
775
$345K ﹤0.01%
734
-192
29 30
31
32 33